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RITHOLTZ WEALTH MANAGEMENT: BMY position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 169,475 BMY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 169,475 shares
    Change vs previous 13F +59,816 shares

    0.15% of the 13F portfolio, value $9,765,124.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ 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 109,659 shares
    Change vs previous 13F +47,082 shares

    0.12% of the 13F portfolio, value $6,650,838.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ 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 62,577 shares
    Change vs previous 13F +42,658 shares

    0.06% of the 13F portfolio, value $3,375,411.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ 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 ended2025-09-30
    13F 19,919 shares
    Change vs previous 13F -2,977 shares

    0.02% of the 13F portfolio, value $898,351.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ 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 ended2025-06-30
    13F 22,896 shares
    Change vs previous 13F -14,008 shares

    0.02% of the 13F portfolio, value $1,059,874.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ 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 ended2025-03-31
    13F 36,904 shares
    Change vs previous 13F -2,485 shares

    0.07% of the 13F portfolio, value $2,250,746.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ 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 ended2024-12-31
    13F 39,389 shares
    Change vs previous 13F +15,546 shares

    0.07% of the 13F portfolio, value $2,227,814.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 23,843 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,233,640.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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