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Keudell/Morrison Wealth Management: BMY position timeline

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

Keudell/Morrison Wealth Management held 19,945 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,945 shares
    Change vs previous 13F -449 shares

    0.22% of the 13F portfolio, value $1,149,224.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 20,394 shares
    Change vs previous 13F -2,715 shares

    0.25% of the 13F portfolio, value $1,236,895.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 23,109 shares
    Change vs previous 13F +9,104 shares

    0.26% of the 13F portfolio, value $1,246,502.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,005 shares
    Change vs previous 13F -5,643 shares

    0.14% of the 13F portfolio, value $648,311.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,648 shares
    Change vs previous 13F -1,562 shares

    0.28% of the 13F portfolio, value $1,198,333.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 21,210 shares
    Change vs previous 13F -1,493 shares

    0.31% of the 13F portfolio, value $1,199,621.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 22,703 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,174,646.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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