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Disclosery

Keystone Financial Planning, Inc.: BMY position timeline

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

Keystone Financial Planning, Inc. held 155,174 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 155,174 shares
    Change vs previous 13F -1,594 shares

    2.4% of the 13F portfolio, value $9,682,858.

    13F-HR 0001596906-26-000006 filed by Keystone Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 156,768 shares
    Change vs previous 13F -2,755 shares

    2.33% of the 13F portfolio, value $9,032,972.

    13F-HR 0001596906-26-000004 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 159,523 shares
    Change vs previous 13F 0 shares

    2.58% of the 13F portfolio, value $9,675,070.

    13F-HR 0001596906-26-000003 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 159,523 shares
    Change vs previous 13F -4,490 shares

    2.5% of the 13F portfolio, value $8,604,671.

    13F-HR 0001596906-26-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 164,013 shares
    Change vs previous 13F +1,763 shares

    2.15% of the 13F portfolio, value $7,396,986.

    13F-HR 0001596906-25-000011 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 162,250 shares
    Change vs previous 13F +2,591 shares

    2.27% of the 13F portfolio, value $7,510,552.

    13F-HR 0001596906-25-000007 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 159,659 shares
    Change vs previous 13F +552 shares

    2.9% of the 13F portfolio, value $9,737,602.

    13F-HR 0001596906-25-000002 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 159,107 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $8,999,092.

    13F-HR 0001596906-25-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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