GRIMES & Co WEALTH MANAGEMENT, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1321993
WESTBOROUGH, MA
Position in BMY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$21,371,776
-$1,135,135 QoQ
Shares Held
370,909
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#269
of 2,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $182,377,413 across 13 Drug Manufacturers - General names. BMY ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
120,363 | $30,568,591 | |
| 2 | AMGN |
Amgen Inc
|
80,582 | $29,180,353 | |
| 3 | ABBV |
AbbVie Inc.
|
103,634 | $26,078,458 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
370,909 | $21,371,776 | |
| 5 | PFE |
Pfizer Inc
|
805,088 | $19,386,518 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
137,963 | $17,430,244 | |
| 7 | LLY |
ELI LILLY & Co
|
8,232 | $9,873,708 | |
| 8 | GSK |
GSK plc
|
182,745 | $9,579,492 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,371,776 | 370,909 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $22,506,911 | 371,095 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,750,568 | 347,619 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,941,499 | 375,643 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $18,416,846 | 397,858 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $25,784,986 | 422,774 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,660,216 | 436,001 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $23,050,583 | 445,508 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $18,466,812 | 444,662 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $20,642,161 | 380,641 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $17,700,102 | 344,964 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $19,236,777 | 331,440 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $20,294,916 | 317,356 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $21,476,743 | 309,865 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $21,454,986 | 298,193 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $21,004,535 | 295,464 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $22,382,822 | 290,686 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,083,907 | 288,702 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,135,367 | 194,633 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $11,338,628 | 191,628 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,264,744 | 183,549 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,346,165 | 179,727 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,739,702 | 157,016 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $9,356,284 | 155,188 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,391,124 | 159,713 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $9,084,337 | 162,977 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||