Aspen Investment Management Inc
Position in BMY — Bristol Myers Squibb Co
CIK 1541596
GRAND RAPIDS, MI
Position in BMY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,456,921
+$14,119 QoQ
Shares Held
25,285
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#966
of 2,506 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, 2026Aspen Investment Management Inc holds $18,932,992 across 9 Drug Manufacturers - General names. BMY ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,458 | $4,687,778 | |
| 2 | LLY |
ELI LILLY & Co
|
3,349 | $4,016,891 | |
| 3 | ABBV |
AbbVie Inc.
|
13,782 | $3,468,102 | |
| 4 | AMGN |
Amgen Inc
|
7,645 | $2,768,407 | |
| 5 | BMY |
Bristol Myers Squibb Co
This page
|
25,285 | $1,456,921 | |
| 6 | PFE |
Pfizer Inc
|
38,006 | $915,184 | |
| 7 | MRK |
Merck & Co., Inc.
|
6,310 | $810,835 | |
| 8 | NVS |
Novartis AG
|
3,736 | $585,505 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456,921 | 25,285 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,442,802 | 23,789 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $575,216 | 10,664 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $312,948 | 6,939 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $359,395 | 7,764 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $502,069 | 8,232 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $464,583 | 8,214 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $424,992 | 8,214 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $347,356 | 8,364 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $459,002 | 8,464 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $452,605 | 8,821 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $542,732 | 9,351 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $615,007 | 9,617 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $666,554 | 9,617 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,329,995 | 18,485 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,340,615 | 18,858 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,451,296 | 18,848 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,035,273 | 14,176 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $581,476 | 9,326 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $701,460 | 11,855 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $626,504 | 9,376 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $591,906 | 9,376 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 | $587,796 | 9,476 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $577,337 | 9,576 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $557,188 | 9,476 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $528,192 | 9,476 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||