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Morningstar Investment Management LLC: BMY position timeline

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

Morningstar Investment Management LLC held 60,529 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,529 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $3,671,084.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 60,529 shares
    Change vs previous 13F +2,750 shares

    0.23% of the 13F portfolio, value $3,671,084.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 57,779 shares
    Change vs previous 13F -104,607 shares

    0.18% of the 13F portfolio, value $3,117,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 162,386 shares
    Change vs previous 13F +148,622 shares

    0.27% of the 13F portfolio, value $7,324,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 13,764 shares
    Change vs previous 13F +2,573 shares

    0.06% of the 13F portfolio, value $637,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 11,191 shares
    Change vs previous 13F -8,775 shares

    0.06% of the 13F portfolio, value $683,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management 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 19,966 shares
    Change vs previous 13F -12,097 shares

    0.09% of the 13F portfolio, value $1,129,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 19,966 shares

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

  8. period ended2024-09-30
    13F 32,063 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,670,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 10,570 shares
    • Morningstar Investment Management LLC: 21,493 shares

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