Prestige Wealth Management Group LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1772715
FLEMINGTON, NJ
Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,189,679
-$198,962 QoQ
Shares Held
20,647
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,074
of 2,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Derivatives in BMY
reported options exposure · as of Jun 30, 2024CallValue
$41,530
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $26,909,774 across 14 Drug Manufacturers - General names. BMY ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,173 | $8,424,946 | |
| 2 | LLY |
ELI LILLY & Co
|
4,518 | $5,419,024 | |
| 3 | MRK |
Merck & Co., Inc.
|
36,409 | $4,678,556 | |
| 4 | ABBV |
AbbVie Inc.
|
17,347 | $4,365,198 | |
| 5 | BMY |
Bristol Myers Squibb Co
This page
|
20,647 | $1,189,679 | |
| 6 | AMGN |
Amgen Inc
|
3,138 | $1,136,331 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,232 | $913,690 | |
| 8 | PFE |
Pfizer Inc
|
17,600 | $423,807 |
All Filings in BMY
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,679 | 20,647 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,388,641 | 22,896 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,277,729 | 23,688 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $799,983 | 17,738 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $824,008 | 17,801 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,725,101 | 28,285 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,627,683 | 28,778 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,468,122 | 28,375 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $901,408 | 21,705 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $41,530 | 1,000 | Call | Sole | 2026-02-20 | |
| 2024-03-31 | $488,070 | 9,000 | Principal | Sole | 2024-04-26 | |
| 2024-03-31 | $1,123,103 | 20,710 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,061,398 | 20,686 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $318,122 | 6,200 | Call | Sole | 2024-04-26 | |
| 2023-09-30 | $1,153,834 | 19,880 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,261,604 | 19,728 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,871,022 | 26,995 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $1,509,870 | 20,985 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,818,837 | 25,585 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,915,375 | 24,875 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,778,572 | 24,354 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,188,577 | 19,063 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,117,247 | 18,882 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,055,688 | 15,799 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,099,155 | 17,411 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,075,041 | 17,331 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $1,054,291 | 17,487 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $995,836 | 16,936 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $962,462 | 17,267 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||