Shepherd Financial Partners LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1696628
WINCHESTER, MA
Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$218,034
-$41,002 QoQ
Shares Held
3,784
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,092
of 2,506 holders
Holding Since
Mar 2020
25 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, 2026Shepherd Financial Partners LLC holds $27,627,511 across 8 Drug Manufacturers - General names. BMY ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,583 | $11,494,138 | |
| 2 | ABBV |
AbbVie Inc.
|
25,552 | $6,429,905 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,703 | $4,202,335 | |
| 4 | JNJ |
Johnson & Johnson
|
11,597 | $2,945,290 | |
| 5 | AMGN |
Amgen Inc
|
4,462 | $1,615,779 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,173 | $400,876 | |
| 7 | PFE |
Pfizer Inc
|
13,337 | $321,154 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
3,784 | $218,034 |
All Filings in BMY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,034 | 3,784 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $259,036 | 4,271 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $230,000 | 4,264 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $381,906 | 8,468 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $422,812 | 9,134 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $558,912 | 9,164 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $533,247 | 9,428 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $465,918 | 9,005 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $379,584 | 9,140 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $599,783 | 11,060 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $561,228 | 10,938 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $642,502 | 11,070 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $594,159 | 9,291 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $543,806 | 7,846 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $563,728 | 7,835 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $548,032 | 7,709 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $441,749 | 5,737 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $336,449 | 4,607 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $240,703 | 4,068 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $271,823 | 4,068 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $257,191 | 4,074 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $249,608 | 4,024 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $242,606 | 4,024 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $236,611 | 4,024 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $234,999 | 4,216 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||