MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1607355
GLASTONBURY, CT
Position in BMY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$172,860
-$51,545 QoQ
Shares Held
3,000
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,176
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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $15,714,112 across 10 Drug Manufacturers - General names. BMY ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
32,538 | $8,263,675 | |
| 2 | ABBV |
AbbVie Inc.
|
20,810 | $5,236,628 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | NVS |
Novartis AG
|
5,120 | $802,406 | |
| 5 | PFE |
Pfizer Inc
|
12,734 | $306,634 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
3,000 | $172,860 | |
| 7 | MRK |
Merck & Co., Inc.
|
400 | $51,400 | |
| 8 | AMGN |
Amgen Inc
|
50 | $18,106 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,860 | 3,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $224,405 | 3,700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $210,366 | 3,900 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $33,825 | 750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,290 | 1,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,297 | 300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,452 | 450 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $144,872 | 2,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $123,302 | 2,969 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $166,431 | 3,069 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $152,339 | 2,969 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $172,320 | 2,969 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $189,867 | 2,969 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $205,781 | 2,969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $213,619 | 2,969 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,668 | 2,879 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $221,683 | 2,879 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $210,253 | 2,879 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $154,565 | 2,479 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $139,641 | 2,360 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $157,695 | 2,360 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $148,986 | 2,360 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $162,890 | 2,626 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $158,321 | 2,626 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $145,588 | 2,476 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $144,087 | 2,585 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||