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Welch & Forbes LLC: BMY position timeline

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

Welch & Forbes LLC held 91,005 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,005 shares
    Change vs previous 13F -3,319 shares

    0.06% of the 13F portfolio, value $5,243,709.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 94,324 shares
    Change vs previous 13F +318 shares

    0.07% of the 13F portfolio, value $5,720,763.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 94,006 shares
    Change vs previous 13F -3,472 shares

    0.06% of the 13F portfolio, value $5,070,687.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 97,478 shares
    Change vs previous 13F -3,028 shares

    0.05% of the 13F portfolio, value $4,396,261.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 100,506 shares
    Change vs previous 13F -2,625 shares

    0.06% of the 13F portfolio, value $4,652,433.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 103,131 shares
    Change vs previous 13F -2,600 shares

    0.08% of the 13F portfolio, value $6,289,974.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 105,731 shares
    Change vs previous 13F -1,988 shares

    0.08% of the 13F portfolio, value $5,980,144.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 107,719 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,573,381.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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