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Wellington Shields Capital Management, LLC: BMY position timeline

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

Wellington Shields Capital Management, LLC held 51,831 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,831 shares
    Change vs previous 13F -4,946 shares

    0.24% of the 13F portfolio, value $2,986,518.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 12,407 shares
    • Wellington Shields & Co., LLC: 39,424 shares

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

  2. period ended2026-03-31
    13F 56,777 shares
    Change vs previous 13F +3,739 shares

    0.33% of the 13F portfolio, value $3,443,492.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 16,603 shares
    • Wellington Shields & Co., LLC: 40,174 shares

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

  3. period ended2025-12-31
    13F 53,038 shares
    Change vs previous 13F +7,644 shares

    0.26% of the 13F portfolio, value $2,860,837.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 12,498 shares
    • Wellington Shields & Co., LLC: 40,540 shares

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

  4. period ended2025-09-30
    13F 45,394 shares
    Change vs previous 13F +6 shares

    0.2% of the 13F portfolio, value $2,047,269.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,492 shares
    • Wellington Shields & Co., LLC: 39,902 shares

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

  5. period ended2025-06-30
    13F 45,388 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $2,101,011.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,486 shares
    • Wellington Shields & Co., LLC: 39,902 shares

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

  6. period ended2025-03-31
    13F 45,548 shares
    Change vs previous 13F -1,456 shares

    0.32% of the 13F portfolio, value $2,778,022.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,214 shares
    • Wellington Shields & Co., LLC: 40,334 shares

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

  7. period ended2024-12-31
    13F 47,004 shares
    Change vs previous 13F +3,432 shares

    0.3% of the 13F portfolio, value $2,658,571.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,750 shares
    • Wellington Shields & Co., LLC: 39,254 shares

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

  8. period ended2024-09-30
    13F 43,572 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,254,405.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,746 shares
    • Wellington Shields & Co., LLC: 35,826 shares

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