Golden State Wealth Management, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1776033 SANTA ANA, CA

Position in BMY

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$175,164

-$8,969 QoQ

Shares Held

3,040

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,174

of 2,506 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $5,982,098 across 14 Drug Manufacturers - General names. BMY ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,159	$1,390,139
2	JNJ	Johnson & Johnson	4,761	$1,209,151
3	MRK	Merck & Co., Inc.	6,790	$872,515
4	ABBV	AbbVie Inc.	2,747	$691,255
5	AMGN	Amgen Inc	1,814	$656,885
6	PFE	Pfizer Inc	11,293	$271,935
7	AZN	Astrazeneca PLC	1,109	$210,288
8	BMY	Bristol Myers Squibb Co This page	3,040	$175,164

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$175,164	3,040	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$184,133	3,036	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$163,276	3,027	-13.8%	Shares	Sole	2026-02-13
2025-09-30	$158,301	3,510	-0.3%	Shares	Sole	2025-11-03
2025-06-30	$162,894	3,519	0.0%	Shares	Sole	2025-08-06
2025-03-31	$214,623	3,519	0.0%	Shares	Sole	2025-04-24
2024-12-31	$199,034	3,519	+19.6%	Shares	Sole	2025-01-28
2022-03-31	$214,854	2,942	-26.0%	Shares	Sole	2022-05-19
2021-12-31	$247,903	3,976	+25.0%	Shares	Sole	2022-02-14
2021-06-30	$212,554	3,181	-8.4%	Shares	Sole	2021-08-12
2021-03-31	$219,124	3,471	-34.8%	Shares	Sole	2021-05-14
2020-12-31	$329,999	5,320	+29.8%	Shares	Sole	2021-01-28
2020-09-30	$247,189	4,100	+25.0%	Shares	Sole	2020-11-12
2020-03-31	$182,882	3,281	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.