CreativeOne Wealth, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1739728 OVERLAND PARK, KS

Position in BMY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,722,145

-$108,514 QoQ

Shares Held

29,888

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#899

of 2,506 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $64,149,756 across 13 Drug Manufacturers - General names. BMY ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	17,036	$20,433,490
2	ABBV	AbbVie Inc.	46,488	$11,698,240
3	JNJ	Johnson & Johnson	30,977	$7,867,228
4	PFE	Pfizer Inc	232,102	$5,589,016
5	AMGN	Amgen Inc	15,401	$5,577,009
6	MRK	Merck & Co., Inc.	41,721	$5,361,148
7	GILD	Gilead Sciences, Inc.	28,296	$3,574,916
8	BMY	Bristol Myers Squibb Co This page	29,888	$1,722,145

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,145	29,888	-1.0%	Shares	Other	2026-08-13
2026-03-31	$1,830,659	30,184	-2.2%	Shares	Other	2026-05-15
2025-12-31	$1,664,695	30,862	-8.9%	Shares	Other	2026-02-13
2025-09-30	$1,527,987	33,880	-3.9%	Shares	Other	2025-11-13
2025-06-30	$1,632,092	35,258	+7.7%	Shares	Other	2025-08-12
2025-03-31	$1,997,300	32,748	+6.4%	Shares	Other	2025-05-14
2024-12-31	$1,740,860	30,779	-8.6%	Shares	Other	2025-02-13
2024-09-30	$1,743,224	33,692	+27.5%	Shares	Other	2024-11-13
2024-06-30	$1,097,222	26,420	-7.4%	Shares	Sole	2024-08-14
2024-03-31	$1,546,857	28,536	+60.1%	Shares	Other	2024-05-14
2023-12-31	$914,703	17,827	+34.7%	Shares	Sole	2024-02-09
2023-09-30	$768,159	13,235	-23.8%	Shares	Sole	2023-10-17
2023-06-30	$1,110,363	17,363	-2.5%	Shares	Sole	2023-08-14
2023-03-31	$1,234,757	17,815	-3.8%	Shares	Sole	2023-05-15
2022-12-31	$1,332,442	18,519	+11.6%	Shares	Sole	2023-02-15
2022-09-30	$1,179,454	16,591	+0.7%	Shares	Sole	2022-11-15
2022-06-30	$1,269,114	16,482	-1.5%	Shares	Sole	2022-08-12
2022-03-31	$1,222,522	16,740	+10.2%	Shares	Sole	2022-05-13
2021-12-31	$947,532	15,197	+19.5%	Shares	Sole	2022-02-15
2021-09-30	$752,405	12,716	+1.8%	Shares	Sole	2021-11-16
2021-06-30	$834,915	12,495	+40.4%	Shares	Sole	2021-08-13
2021-03-31	$561,983	8,902	-5.6%	Shares	Sole	2021-05-17
2020-12-31	$584,942	9,430	+110.4%	Shares	Other	2021-02-12
2020-09-30	$270,219	4,482	+0.2%	Shares	Other	2020-11-13
2020-06-30	$263,012	4,473	+0.3%	Shares	Other	2020-08-13
2020-03-31	$248,656	4,461	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.