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Charles Schwab Trust Co: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on BMY, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 67,598,952 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,598,952 shares
    Change vs previous 13F +6,480,204 shares

    0.52% of the 13F portfolio, value $3,895,051,625.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 67,595,177 shares
    • Charles Schwab Trust Co: 3,775 shares

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

  2. period ended2026-03-31
    13F 61,118,748 shares
    Change vs previous 13F -10,208,560 shares

    0.57% of the 13F portfolio, value $3,706,852,066.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 61,115,373 shares
    • Charles Schwab Trust Co: 3,375 shares

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

  3. period ended2025-12-31
    13F 71,327,308 shares
    Change vs previous 13F -1,717,921 shares

    0.6% of the 13F portfolio, value $3,847,394,994.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 71,322,392 shares
    • Charles Schwab Trust Co: 4,916 shares

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

  4. period ended2025-09-30
    13F 73,045,229 shares
    Change vs previous 13F +2,237,814 shares

    0.52% of the 13F portfolio, value $3,294,339,828.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 73,040,323 shares
    • Charles Schwab Trust Co: 4,906 shares

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

  5. period ended2025-06-30
    13F 70,807,415 shares
    Change vs previous 13F +10,195,844 shares

    0.57% of the 13F portfolio, value $3,277,675,272.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 70,802,680 shares
    • Charles Schwab Trust Co: 4,735 shares

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

  6. period ended2025-03-31
    13F/A 60,611,571 shares
    Change vs previous 13F +311,096 shares

    0.69% of the 13F portfolio, value $3,696,699,730.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 60,606,905 shares
    • Charles Schwab Trust Co: 4,666 shares

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

  7. period ended2024-12-31
    13F 60,300,475 shares
    Change vs previous 13F -729,928 shares

    0.63% of the 13F portfolio, value $3,410,594,868.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 61,030,403 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,157,713,029.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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