Perigon Wealth Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1575239
SAN FRANCISCO, CA
Position in BMY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,904,734
-$462,308 QoQ
Shares Held
67,767
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#617
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $133,198,589 across 14 Drug Manufacturers - General names. BMY ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
37,313 | $44,754,335 | |
| 2 | ABBV |
AbbVie Inc.
|
111,476 | $28,051,820 | |
| 3 | JNJ |
Johnson & Johnson
|
90,574 | $23,003,078 | |
| 4 | MRK |
Merck & Co., Inc.
|
81,333 | $10,451,290 | |
| 5 | AMGN |
Amgen Inc
|
17,744 | $6,425,457 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
39,409 | $4,978,933 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
67,767 | $3,904,734 | |
| 8 | PFE |
Pfizer Inc
|
152,791 | $3,679,207 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,904,734 | 67,767 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,367,042 | 72,004 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,919,819 | 72,670 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,669,243 | 59,185 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,477,903 | 53,530 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,799,555 | 62,298 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,398,860 | 60,093 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,512,339 | 48,557 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,677,313 | 40,388 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,285,197 | 42,139 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,455,645 | 47,859 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,643,025 | 45,538 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,570,776 | 55,837 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,836,715 | 26,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,944,808 | 27,030 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,257,368 | 17,687 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,372,756 | 17,828 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,233,257 | 16,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $681,547 | 10,931 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,527,887 | 25,822 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,054,314 | 30,744 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,083,226 | 32,999 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,943,337 | 31,329 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,648,268 | 27,339 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,800,044 | 30,613 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,536,473 | 27,565 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||