SCHMIDT P J INVESTMENT MANAGEMENT INC
Position in BMY — Bristol Myers Squibb Co
CIK 1008895
CEDARBURG, WI
Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$207,432
-$20,005 QoQ
Shares Held
3,600
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,133
of 2,506 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $37,992,630 across 7 Drug Manufacturers - General names. BMY ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
18,753 | $22,492,912 | |
| 2 | ABBV |
AbbVie Inc.
|
33,957 | $8,544,939 | |
| 3 | JNJ |
Johnson & Johnson
|
12,493 | $3,172,847 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,392 | $2,234,872 | |
| 5 | AMGN |
Amgen Inc
|
2,704 | $979,172 | |
| 6 | NVS |
Novartis AG
|
2,300 | $360,456 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
3,600 | $207,432 |
All Filings in BMY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,432 | 3,600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $227,437 | 3,750 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $202,275 | 3,750 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $285,372 | 4,679 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $366,452 | 6,479 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $385,463 | 7,450 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $394,576 | 9,501 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $731,400 | 13,487 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $829,272 | 16,162 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,172,117 | 20,195 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,381,000 | 21,595 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,552,197 | 22,395 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,653,770 | 22,985 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,666,705 | 23,445 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,805,265 | 23,445 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $1,725,625 | 23,629 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,478,630 | 23,715 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,497,888 | 25,315 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,816,835 | 27,190 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,754,382 | 27,790 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,742,422 | 28,090 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,739,487 | 28,852 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,423,842 | 24,215 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,377,614 | 24,715 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||