Global Retirement Partners, LLC
PensionPosition in BMY — Bristol Myers Squibb Co
CIK 1749744
San Rafael, CA
Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,463,297
+$611,287 QoQ
Shares Held
94,816
+5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#526
of 2,506 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $120,329,245 across 18 Drug Manufacturers - General names. BMY ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
30,536 | $36,625,797 | |
| 2 | ABBV |
AbbVie Inc.
|
73,217 | $18,424,325 | |
| 3 | JNJ |
Johnson & Johnson
|
67,123 | $17,047,228 | |
| 4 | MRK |
Merck & Co., Inc.
|
78,760 | $10,120,660 | |
| 5 | AMGN |
Amgen Inc
|
24,522 | $8,879,906 | |
| 6 | AZN |
Astrazeneca PLC
|
30,381 | $5,760,845 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
94,816 | $5,463,297 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
34,604 | $4,371,869 |
All Filings in BMY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,463,297 | 94,816 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,852,010 | 89,952 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,326,300 | 29,408 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,403,281 | 30,315 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,561,734 | 27,612 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,232,136 | 23,814 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,019,270 | 24,543 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,087,040 | 20,045 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,011,627 | 19,716 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,144,084 | 19,712 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,325,491 | 20,727 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,327,563 | 19,154 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,211,997 | 16,845 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,124,785 | 15,822 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,207,283 | 15,679 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,134,228 | 15,531 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $468,212 | 7,913 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $501,350 | 7,503 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $471,265 | 7,465 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $503,993 | 8,125 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $817,170 | 13,554 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $799,915 | 13,604 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $811,351 | 14,556 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||