Abbot Financial Management, Inc.

Position in BMY — Bristol Myers Squibb Co

CIK 1714341 ANDOVER, MA

Position in BMY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$520,942

-$13,384 QoQ

Shares Held

9,041

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,509

of 2,506 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Abbot Financial Management, Inc. holds $15,810,007 across 6 Drug Manufacturers - General names. BMY ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	37,313	$4,794,720
2	JNJ	Johnson & Johnson	15,045	$3,820,978
3	ABBV	AbbVie Inc.	14,504	$3,649,786
4	NVS	Novartis AG	17,701	$2,774,100
5	BMY	Bristol Myers Squibb Co This page	9,041	$520,942
6	LLY	ELI LILLY & Co	208	$249,481

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,942	9,041	+2.6%	Shares	Sole	2026-08-06
2026-03-31	$534,326	8,810	+3.5%	Shares	Sole	2026-05-13
2025-12-31	$459,029	8,510	-9.9%	Shares	Sole	2026-02-13
2025-09-30	$425,969	9,445	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$441,652	9,541	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$575,806	9,441	0.0%	Shares	Sole	2025-05-07
2024-12-31	$533,982	9,441	0.0%	Shares	Sole	2025-02-06
2024-09-30	$488,477	9,441	-1.0%	Shares	Sole	2024-11-08
2024-06-30	$396,237	9,541	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$523,319	9,650	+28.9%	Shares	Sole	2024-05-13
2023-12-31	$384,055	7,485	+4.9%	Shares	Sole	2024-02-09
2023-09-30	$414,115	7,135	+34.4%	Shares	Sole	2023-11-13
2023-06-30	$339,574	5,310	+24.6%	Shares	Sole	2023-08-14
2023-03-31	$295,260	4,260	0.0%	Shares	Sole	2023-05-15
2022-12-31	$306,507	4,260	+11.1%	Shares	Sole	2023-02-09
2022-09-30	$272,630	3,835	+4.1%	Shares	Sole	2022-11-14
2022-06-30	$283,745	3,685	0.0%	Shares	Sole	2022-08-09
2022-03-31	$269,115	3,685	0.0%	Shares	Sole	2022-05-12
2021-12-31	$229,759	3,685	-44.9%	Shares	Sole	2022-02-15
2021-09-30	$395,551	6,685	+14.6%	Shares	Sole	2021-11-04
2021-06-30	$389,894	5,835	+69.9%	Shares	Sole	2021-08-05
2021-03-31	$216,851	3,435	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.