Strategic Wealth Partners, Ltd.
Position in BMY — Bristol Myers Squibb Co
CIK 1720777
INDEPENDENCE, OH
Position in BMY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$285,622
-$18,052 QoQ
Shares Held
4,957
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,916
of 2,514 holders
Holding Since
Mar 2020
25 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, 2026Strategic Wealth Partners, Ltd. holds $59,561,760 across 15 Drug Manufacturers - General names. BMY ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,389 | $18,458,029 | |
| 2 | AZN |
Astrazeneca PLC
|
88,890 | $16,855,321 | |
| 3 | ABBV |
AbbVie Inc.
|
63,589 | $16,001,535 | |
| 4 | AMGN |
Amgen Inc
|
12,495 | $4,524,689 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,974 | $1,667,159 | |
| 6 | JNJ |
Johnson & Johnson
|
5,276 | $1,339,945 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
4,957 | $285,622 | |
| 8 | NVS |
Novartis AG
|
1,133 | $177,563 |
All Filings in BMY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,622 | 4,957 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $303,674 | 5,007 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $270,077 | 5,007 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $270,780 | 6,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $177,012 | 3,824 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $282,460 | 4,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,306 | 5,205 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $224,926 | 5,416 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $375,108 | 6,917 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $404,887 | 7,891 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $530,717 | 9,144 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $520,361 | 8,137 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $569,728 | 8,220 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $604,595 | 8,403 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $582,084 | 8,188 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $606,991 | 7,883 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $4,847,366 | 66,375 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $4,466,255 | 71,632 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,498,006 | 25,317 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,316,888 | 19,708 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,303,192 | 20,643 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,363,667 | 21,984 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,398,728 | 23,200 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,633,758 | 27,785 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,378,227 | 24,726 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||