Lantz Financial LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1766883 NAPERVILLE, IL

Position in BMY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$739,437

-$38,823 QoQ

Shares Held

12,833

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,321

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

Lantz Financial LLC holds $16,892,877 across 12 Drug Manufacturers - General names. BMY ranks #8 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	12,860	$3,266,054
2	LLY	ELI LILLY & Co	2,003	$2,402,458
3	MRK	Merck & Co., Inc.	17,221	$2,212,898
4	GILD	Gilead Sciences, Inc.	16,595	$2,096,612
5	ABBV	AbbVie Inc.	8,202	$2,063,951
6	NVS	Novartis AG	7,596	$1,190,445
7	PFE	Pfizer Inc	46,747	$1,125,667
8	BMY	Bristol Myers Squibb Co This page	12,833	$739,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,437	12,833	+0.0%	Shares	Sole	2026-07-09
2026-03-31	$778,260	12,832	+6.6%	Shares	Sole	2026-04-09
2025-12-31	$649,221	12,036	+31.8%	Shares	Sole	2026-01-14
2025-09-30	$411,988	9,135	+15.1%	Shares	Sole	2025-11-06
2025-06-30	$367,403	7,937	-41.5%	Shares	Sole	2025-07-11
2025-03-31	$826,902	13,558	-5.1%	Shares	Sole	2025-04-08
2024-12-31	$807,733	14,281	-3.7%	Shares	Sole	2025-01-21
2024-09-30	$767,097	14,826	+25.7%	Shares	Sole	2024-10-15
2024-06-30	$490,012	11,799	+17.4%	Shares	Sole	2024-08-07
2024-03-31	$545,119	10,052	+37.5%	Shares	Sole	2024-04-10
2023-12-31	$375,076	7,310	+21.5%	Shares	Sole	2024-01-12
2023-09-30	$349,284	6,018	+1.1%	Shares	Sole	2023-10-20
2023-06-30	$380,566	5,951	+6.3%	Shares	Sole	2023-07-12
2023-03-31	$388,066	5,599	-5.1%	Shares	Sole	2023-04-10
2022-12-31	$424,648	5,902	-16.2%	Shares	Sole	2023-01-23
2022-09-30	$500,473	7,040	-9.2%	Shares	Sole	2022-10-17
2022-06-30	$596,750	7,750	-14.0%	Shares	Sole	2022-07-29
2022-03-31	$658,000	9,010	+27.3%	Shares	Sole	2022-05-05
2021-12-31	$441,188	7,076	+28.4%	Shares	Sole	2022-01-19
2021-09-30	$326,145	5,512	+10.0%	Shares	Sole	2021-10-14
2021-06-30	$334,901	5,012	-3.2%	Shares	Sole	2021-07-16
2021-03-31	$327,013	5,180	-12.6%	Shares	Sole	2021-04-19
2020-12-31	$367,775	5,929	+0.6%	Shares	Sole	2021-01-19
2020-09-30	$355,409	5,895	+6.2%	Shares	Sole	2020-10-09
2020-06-30	$326,516	5,553	+15.2%	Shares	Sole	2020-07-22
2020-03-31	$268,722	4,821	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.