Position in BMY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,297,943
-$239,531 QoQ
Shares Held
39,881
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#780
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)
Derivatives in BMY
reported options exposure · as of Jun 30, 2025CallValue
$2,069
CallShares
2,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Ridgewood Investments LLC holds $7,132,394 across 7 Drug Manufacturers - General names. BMY ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
This page
|
39,881 | $2,297,943 | |
| 2 | MRK |
Merck & Co., Inc.
|
9,440 | $1,213,040 | |
| 3 | NVO |
Novo Nordisk A S
|
21,368 | $1,024,381 | |
| 4 | JNJ |
Johnson & Johnson
|
3,558 | $903,625 | |
| 5 | PFE |
Pfizer Inc
|
34,171 | $822,837 | |
| 6 | LLY |
ELI LILLY & Co
|
445 | $533,746 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,666 | $336,822 |
All Filings in BMY
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,943 | 39,881 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,537,474 | 41,838 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $2,191,950 | 48,602 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,765,778 | 38,146 | Shares | Sole | 2025-07-14 | |
| 2025-06-30 | $2,069 | 2,800 | Call | Sole | 2025-07-14 | |
| 2025-03-31 | $1,565,436 | 27,572 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,839,896 | 32,530 | Shares | Sole | 2025-01-10 | |
| 2024-12-31 | $10,684 | 2,800 | Call | Sole | 2025-01-10 | |
| 2024-09-30 | $1,664,993 | 32,180 | Shares | Sole | 2024-10-04 | |
| 2024-09-30 | $13,641 | 3,500 | Call | Sole | 2024-10-04 | |
| 2024-06-30 | $9,796 | 5,000 | Call | Sole | 2024-07-29 | |
| 2024-06-30 | $1,415,840 | 34,092 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,400 | 2,000 | Call | Sole | 2024-04-10 | |
| 2024-03-31 | $1,690,945 | 31,181 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,160 | 2,000 | Call | Sole | 2024-01-11 | |
| 2023-12-31 | $1,523,804 | 29,698 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $7,600 | 2,000 | Call | Sole | 2023-10-20 | |
| 2023-09-30 | $1,718,506 | 29,609 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,189,661 | 18,603 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $652,692 | 9,417 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $677,553 | 9,417 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $662,274 | 9,316 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $717,332 | 9,316 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,014,021 | 13,885 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $969,542 | 15,550 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $900,685 | 15,222 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,117,364 | 16,722 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,644,662 | 26,052 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,709,112 | 27,553 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,661,170 | 27,553 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,562,139 | 26,567 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,491,602 | 26,760 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||