Position in BMY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$437,047
+$106,930 QoQ
Shares Held
7,585
+39.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,622
of 2,506 holders
Holding Since
Mar 2020
23 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, 2026Focused Wealth Management, Inc holds $11,871,008 across 7 Drug Manufacturers - General names. BMY ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
119,833 | $2,885,578 | |
| 2 | LLY |
ELI LILLY & Co
|
2,178 | $2,612,358 | |
| 3 | ABBV |
AbbVie Inc.
|
9,724 | $2,446,947 | |
| 4 | JNJ |
Johnson & Johnson
|
8,891 | $2,258,047 | |
| 5 | MRK |
Merck & Co., Inc.
|
7,826 | $1,005,641 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
7,585 | $437,047 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,784 | $225,390 |
All Filings in BMY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,047 | 7,585 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $330,117 | 5,443 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $218,888 | 4,058 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $243,167 | 3,987 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $256,216 | 4,530 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $232,364 | 4,491 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $311,605 | 5,746 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $274,867 | 5,357 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $343,945 | 5,926 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $377,560 | 5,904 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $404,354 | 5,834 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $422,706 | 5,875 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $416,516 | 5,859 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $449,834 | 5,842 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $425,983 | 5,833 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $524,737 | 8,416 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $467,206 | 7,896 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $526,007 | 7,872 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $494,749 | 7,837 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $459,952 | 7,415 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $473,397 | 7,852 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $346,155 | 5,887 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $319,111 | 5,725 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||