WHALEROCK POINT PARTNERS, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1389709
West Palm Beach, FL
Position in BMY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$312,530
-$23,107 QoQ
Shares Held
5,424
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,851
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, 2026WHALEROCK POINT PARTNERS, LLC holds $17,592,227 across 8 Drug Manufacturers - General names. BMY ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,416 | $7,724,751 | |
| 2 | LLY |
ELI LILLY & Co
|
2,589 | $3,105,324 | |
| 3 | ABBV |
AbbVie Inc.
|
10,057 | $2,530,743 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,615 | $2,263,527 | |
| 5 | PFE |
Pfizer Inc
|
35,762 | $861,148 | |
| 6 | AMGN |
Amgen Inc
|
1,306 | $472,928 | |
| 7 | NVS |
Novartis AG
|
2,050 | $321,276 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
5,424 | $312,530 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,530 | 5,424 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $335,637 | 5,534 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $298,503 | 5,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $263,654 | 5,846 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $275,240 | 5,946 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,646 | 5,946 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $347,617 | 6,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $330,204 | 6,382 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $271,273 | 6,532 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $641,649 | 11,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $614,488 | 11,976 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $821,091 | 14,147 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $904,700 | 14,147 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $963,131 | 13,896 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $999,817 | 13,896 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $988,861 | 13,910 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,071,070 | 13,910 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,015,847 | 13,910 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $895,158 | 14,357 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $907,904 | 15,344 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,030,163 | 15,417 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $979,588 | 15,517 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $962,519 | 15,517 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $55,707 | 924 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,041,289 | 17,709 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,753,803 | 31,464 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||