Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$722,093
-$221,196 QoQ
Shares Held
12,532
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,335
of 2,506 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, 2026Obermeyer Wealth Partners holds $14,931,348 across 9 Drug Manufacturers - General names. BMY ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,201 | $3,098,687 | |
| 2 | ABBV |
AbbVie Inc.
|
10,832 | $2,725,764 | |
| 3 | AZN |
Astrazeneca PLC
|
11,635 | $2,206,228 | |
| 4 | LLY |
ELI LILLY & Co
|
1,757 | $2,107,398 | |
| 5 | AMGN |
Amgen Inc
|
3,986 | $1,443,410 | |
| 6 | PFE |
Pfizer Inc
|
49,336 | $1,188,010 | |
| 7 | MRK |
Merck & Co., Inc.
|
8,359 | $1,074,131 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
12,532 | $722,093 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,093 | 12,532 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $943,289 | 15,553 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $840,654 | 15,585 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $454,698 | 10,082 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $580,059 | 12,531 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $798,359 | 13,090 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $576,120 | 10,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $527,075 | 10,187 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $433,448 | 10,437 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $598,536 | 11,037 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $573,902 | 11,185 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $623,059 | 10,735 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $661,946 | 10,351 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $732,329 | 10,566 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,309,561 | 18,201 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,293,909 | 18,201 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $970,893 | 12,609 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $920,835 | 12,609 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $723,821 | 11,609 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $807,788 | 13,652 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,053,083 | 15,760 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,069,611 | 16,943 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,595,287 | 25,718 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,653,031 | 27,418 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,942,340 | 33,033 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,861,437 | 33,395 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||