SEC 13F Intelligence

Strategic Planning, Inc. / BMY

Strategic Planning, Inc.’s Bristol-Myers Squibb Co Position

Does Strategic Planning, Inc. own Bristol-Myers Squibb Co (BMY)? Not currently — the last reported position was 74.4K shares worth $3M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2025
Shares
74.4K
% of Portfolio
+1.94%
Quarters Held
2
position exited

Position History BMY

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $3MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202574.4K$3M+1.94%
Q2 202575.5K$5M+2.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of BMY.