Atwood & Palmer Inc reports 0.20% increase in ownership of BRM / Bristol-Myers Squibb Company

Bristol-Myers Squibb Company

DE ˙ XTRA ˙ US1101221083

47,43 € ↓ -0,01 (-0,01%)

2026-06-04
DEL PRIS

Security	DE:BRM / Bristol-Myers Squibb Company
Institution	Atwood & Palmer Inc
Latest Disclosed Ownership	11,751 shares
Latest Disclosed Value	$ 712,699

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 11,751 shares of Bristol-Myers Squibb Company (DE:BRM) valued at $615,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 11,728 shares of Bristol-Myers Squibb Company. This represents a change in shares of 0.20% during the quarter. The current value of the position is $557,350 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-15	2026-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	11,751	23	0.20	713	12.66	0.0402
2026-01-28	2025-12-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	11,728	0	0.00	633	19.70	0.0359
2025-10-15	2025-09-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	11,728	0	0.00	529	-2.58	0.0311
2025-07-08	2025-06-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	11,728	-506	-4.14	543	-27.35	0.0339
2025-04-15	2025-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	12,234	506	4.31	746	12.52	0.0518
2025-01-16	2024-12-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	11,728	-1,600	-12.00	663	-3.77	0.0455
2024-10-07	2024-09-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,328	0	0.00	690	24.59	0.0469
2024-07-10	2024-06-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,328	0	0.00	554	-23.41	0.0419
2024-04-10	2024-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,328	126	0.95	723	6.65	0.0548
2024-01-12	2023-12-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,202	0	0.00	677	-11.62	0.0547
2023-10-20	2023-09-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,202	0	0.00	766	-9.24	0.0672
2023-07-18	2023-06-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,202	0	0.00	844	-7.76	0.0755
2023-04-21	2023-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,202	-296	-2.19	915	-5.77	0.0860
2023-01-31	2022-12-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,498	2	0.01	971	1.25	0.0878
2022-10-12	2022-09-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,496	0	0.00	959	-7.70	0.0950
2022-07-21	2022-06-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,496	0	0.00	1,039	5.38	0.1012
2022-04-29	2022-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,496	-341	-2.46	986	14.25	0.0851
2022-01-24	2021-12-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,837	-34	-0.25	863	5.12	0.0722
2021-10-29	2021-09-30	13F/A-1	BRISTOL-MYERS SQUIBB	COM	110122108	13,871	5	0.04	821	-11.43	0.0733
2021-10-19	2021-09-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,871	5		821		0.0733
2021-07-26	2021-06-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,866	-350	-2.46	927	3.34	0.0833
2021-04-26	2021-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	14,216	300	2.16	897	3.94	0.0863
2021-02-04	2020-12-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,916	0	0.00	863	2.86	0.0927
2020-10-28	2020-09-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,916	0	0.00	839	2.57	0.1057
2020-07-24	2020-06-30	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,916	-30	-0.22	818	5.28	0.1106
2020-04-20	2020-03-31	13F	BRISTOL-MYERS SQUIBB	COM	110122108	13,946	30	0.22	777	-12.99	0.1220
2020-02-05	2019-12-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,916	2,120	17.97	893	49.33	0.1148
2019-10-21	2019-09-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	11,796	-400	-3.28	598	8.14	0.0806
2019-07-17	2019-06-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,196	0	0.00	553	-4.98	0.0747
2019-04-23	2019-03-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,196	0	0.00	582	-8.20	0.0824
2019-02-01	2018-12-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,196	0	0.00	634	-16.25	0.1007
2018-10-29	2018-09-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,196	-200	-1.61	757	10.35	0.0988
2018-07-19	2018-06-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,396	0	0.00	686	-12.50	0.0941
2018-04-30	2018-03-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,396	-224	-1.77	784	1.42	0.1118
2018-02-08	2017-12-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,620	0	0.00	773	-3.86	0.1084
2017-10-16	2017-09-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	12,620	-750	-5.61	804	7.92	0.1164
2017-08-08	2017-06-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,370	-200	-1.47	745	0.95	0.1169
2017-04-28	2017-03-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,570	-200	-1.45	738	-8.32	0.1180
2017-02-06	2016-12-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,770	0	0.00	805	8.49	0.1448
2016-11-08	2016-09-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,770	0	0.00	742	-26.75	0.1348
2016-07-21	2016-06-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,770	-100	-0.72	1,013	14.33	0.1831
2016-04-28	2016-03-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	13,870	-400	-2.80	886	-9.78	0.1575
2016-01-28	2015-12-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	14,270	0	0.00	982	16.21	0.1864
2015-11-12	2015-09-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	14,270	0	0.00	845	-11.05	0.1650
2015-07-31	2015-06-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	14,270	0	0.00	950	3.26	0.1708
2015-05-05	2015-03-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	14,270	-776	-5.16	920	3.49	0.1642
2015-02-17	2014-12-31	13F	BRISTOL MYERS SQUIBB	COM	110122108	15,046	0	0.00	889	15.45	0.1659
2014-12-02	2014-09-30	13F/A-1	BRISTOL MYERS SQUIBB	COM	110122108	15,046	50	0.33	770	5.91	0.1454
2014-11-12	2014-09-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	15,046	50		770		0.1411
2014-08-11	2014-06-30	13F	BRISTOL MYERS SQUIBB	COM	110122108	14,996	-3,157	-17.39	727	-22.91	0.1939
2014-04-11	2014-03-31	13F	Bristol-Myers Squibb	COM	110122108	18,153	4,482	32.78	943	29.71	0.2206
2014-01-17	2013-12-31	13F	Bristol-Myers Squibb	COM	110122108	13,671	0	0.00	727	14.85	0.1794
2013-10-09	2013-09-30	13F	Bristol-Myers Squibb	COM	110122108	13,671	0	0.00	633	3.60	0.1747
2013-07-18	2013-06-30	13F	Bristol-Myers Squibb	COM	110122108	13,671	13,671		611		0.1653

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.