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Disclosery

InvesTrust: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of InvesTrust on BMY, newest first. How the timeline and the estimate are built.

InvesTrust held 39,518 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,518 shares
    Change vs previous 13F -650 shares

    0.88% of the 13F portfolio, value $2,277,027.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,168 shares
    Change vs previous 13F +903 shares

    1.02% of the 13F portfolio, value $2,436,189.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,265 shares
    Change vs previous 13F -2,054 shares

    0.82% of the 13F portfolio, value $2,117,954.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,319 shares
    Change vs previous 13F +335 shares

    0.68% of the 13F portfolio, value $1,863,486.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,984 shares
    Change vs previous 13F -74,178 shares

    0.73% of the 13F portfolio, value $1,897,149.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,162 shares
    Change vs previous 13F +513 shares

    1.92% of the 13F portfolio, value $7,023,730.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 114,649 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $6,466,336.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).