SVB WEALTH LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1626116 BOSTON, MA

Position in BMY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,337,231

-$276,172 QoQ

Shares Held

57,918

-2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#663

of 2,506 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $29,259,588 across 6 Drug Manufacturers - General names. BMY ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,903	$11,877,953
2	JNJ	Johnson & Johnson	27,472	$6,977,062
3	GILD	Gilead Sciences, Inc.	27,562	$3,482,180
4	BMY	Bristol Myers Squibb Co This page	57,918	$3,337,231
5	PFE	Pfizer Inc	93,921	$2,261,615
6	AMGN	Amgen Inc	3,655	$1,323,547

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,337,231	57,918	-2.8%	Shares	Sole	2026-07-17
2026-03-31	$3,613,403	59,578	-3.9%	Shares	Sole	2026-04-17
2025-12-31	$3,344,008	61,995	-13.2%	Shares	Sole	2026-02-04
2025-09-30	$3,220,093	71,399	+7.6%	Shares	Sole	2025-11-06
2025-06-30	$3,071,848	66,361	-24.0%	Shares	Sole	2025-08-14
2024-12-31	$4,937,348	87,294	+0.7%	Shares	Sole	2025-02-05
2024-06-30	$3,600,941	86,707	-7.7%	Shares	Sole	2024-08-06
2024-03-31	$5,096,480	93,979	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$4,794,559	93,443	+0.4%	Shares	Sole	2024-01-30
2023-09-30	$5,402,130	93,076	-11.2%	Shares	Sole	2023-10-23
2023-06-30	$6,702,407	104,807	-8.6%	Shares	Sole	2023-07-24
2023-03-31	$7,945,282	114,634	-7.1%	Shares	Sole	2023-05-12
2022-12-31	$8,879,133	123,407	-10.5%	Shares	Sole	2023-02-10
2022-09-30	$9,797,409	137,817	+10.2%	Shares	Sole	2022-11-09
2022-06-30	$9,629,389	125,057	+1.0%	Shares	Sole	2022-08-16
2022-03-31	$9,045,933	123,866	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$7,790,818	124,953	-2.1%	Shares	Sole	2022-02-15
2021-09-30	$7,554,351	127,672	-2.3%	Shares	Sole	2021-11-09
2021-06-30	$8,728,228	130,623	-1.7%	Shares	Sole	2021-08-13
2021-03-31	$8,387,956	132,868	+1.1%	Shares	Sole	2021-05-11
2020-12-31	$8,149,314	131,377	-6.2%	Shares	Sole	2021-02-10
2020-09-30	$8,443,855	140,054	-1.1%	Shares	Sole	2020-11-10
2020-06-30	$8,322,904	141,546	-1.7%	Shares	Sole	2020-08-05
2020-03-31	$8,029,402	144,051	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.