Position in BMY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$275,481
-$14,183 QoQ
Shares Held
4,781
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,935
of 2,506 holders
Holding Since
Mar 2020
19 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, 2026Elmwood Wealth Management, Inc. holds $4,831,021 across 7 Drug Manufacturers - General names. BMY ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,020 | $1,528,899 | |
| 2 | LLY |
ELI LILLY & Co
|
879 | $1,054,299 | |
| 3 | ABBV |
AbbVie Inc.
|
2,376 | $597,896 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,314 | $554,349 | |
| 5 | NVS |
Novartis AG
|
3,278 | $513,728 | |
| 6 | PFE |
Pfizer Inc
|
12,723 | $306,369 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
4,781 | $275,481 |
All Filings in BMY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,481 | 4,781 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $289,664 | 4,776 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $257,617 | 4,776 | Shares | Sole | 2026-01-08 | |
| 2024-06-30 | $507,704 | 12,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $680,586 | 12,550 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $337,978 | 6,587 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $745,523 | 12,845 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $831,797 | 13,007 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $925,565 | 13,354 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $959,525 | 13,336 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $972,937 | 13,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,043,042 | 13,546 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,031,256 | 14,121 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $915,796 | 14,688 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $954,724 | 14,288 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $884,072 | 14,004 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $672,052 | 11,147 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $655,443 | 11,147 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $774,953 | 13,903 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||