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Disclosery

Jacobi Capital Management LLC: BMY position timeline

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

Jacobi Capital Management LLC held 64,849 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,849 shares
    Change vs previous 13F -1,042 shares

    0.18% of the 13F portfolio, value $3,736,595.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    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 65,891 shares
    Change vs previous 13F -494 shares

    0.22% of the 13F portfolio, value $3,996,294.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    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 66,385 shares
    Change vs previous 13F -1,824 shares

    0.21% of the 13F portfolio, value $3,580,850.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    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 68,209 shares
    Change vs previous 13F +1,770 shares

    0.19% of the 13F portfolio, value $3,076,233.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    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 66,439 shares
    Change vs previous 13F +1,826 shares

    0.2% of the 13F portfolio, value $3,075,439.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    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 64,613 shares
    Change vs previous 13F -1,169 shares

    0.29% of the 13F portfolio, value $3,940,707.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    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 65,782 shares
    Change vs previous 13F -3,093 shares

    0.28% of the 13F portfolio, value $3,720,611.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68,875 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,563,577.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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