DONALDSON CAPITAL MANAGEMENT, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DONALDSON CAPITAL MANAGEMENT, LLC on BMY, newest first. How the timeline and the estimate are built.
DONALDSON CAPITAL MANAGEMENT, LLC held 71,766 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 71,766 sharesChange vs previous 13F +6,739 shares
0.12% of the 13F portfolio, value $4,135,171.
13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 65,027 sharesChange vs previous 13F +3,905 shares
0.13% of the 13F portfolio, value $3,943,902.
13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,122 sharesChange vs previous 13F +1,900 shares
0.1% of the 13F portfolio, value $3,296,934.
13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,222 sharesChange vs previous 13F +583 shares
0.08% of the 13F portfolio, value $2,670,905.
13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,639 sharesChange vs previous 13F -2,806 shares
0.1% of the 13F portfolio, value $2,714,392.
13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 61,445 sharesChange vs previous 13F +2,050 shares
0.14% of the 13F portfolio, value $3,747,560.
13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,395 sharesChange vs previous 13F +22,653 shares
0.13% of the 13F portfolio, value $3,359,383.
13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,742 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,901,029.
13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).