Institute for Wealth Management, LLC.
Position in BMY — Bristol Myers Squibb Co
CIK 1533954
DENVER, CO
Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,165,652
-$64,633 QoQ
Shares Held
20,230
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,085
of 2,514 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. BMY ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,652 | 20,230 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,230,285 | 20,285 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,103,126 | 20,451 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $948,362 | 21,028 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,037,358 | 22,410 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,375,690 | 22,556 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,464,338 | 25,890 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,705,971 | 32,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,323,768 | 31,875 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,712,474 | 31,578 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,542,173 | 30,056 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,727,270 | 29,760 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,921,313 | 30,044 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,106,746 | 30,396 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,213,182 | 30,760 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,190,709 | 30,816 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,372,755 | 30,815 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,922,222 | 40,014 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,496,463 | 56,078 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,291,035 | 55,620 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,716,929 | 55,626 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,548,979 | 56,217 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,475,602 | 56,031 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,356,404 | 55,671 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,176,764 | 20,013 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,109,616 | 19,907 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||