Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,149,230
-$87,666 QoQ
Shares Held
19,945
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,088
of 2,506 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $22,085,611 across 13 Drug Manufacturers - General names. BMY ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,989 | $5,983,956 | |
| 2 | ABBV |
AbbVie Inc.
|
20,064 | $5,048,904 | |
| 3 | JNJ |
Johnson & Johnson
|
7,437 | $1,888,774 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
14,835 | $1,874,253 | |
| 5 | AMGN |
Amgen Inc
|
4,952 | $1,793,218 | |
| 6 | MRK |
Merck & Co., Inc.
|
13,268 | $1,704,938 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
19,945 | $1,149,230 | |
| 8 | SNY |
Sanofi
|
14,344 | $611,915 |
All Filings in BMY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,230 | 19,945 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,236,896 | 20,394 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,246,499 | 23,109 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $648,291 | 14,005 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,198,331 | 19,648 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,199,637 | 21,210 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,174,653 | 22,703 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $882,304 | 21,245 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $892,191 | 16,452 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $561,382 | 10,941 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $620,389 | 10,689 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $738,558 | 11,549 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $803,649 | 11,595 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $872,537 | 12,127 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,006,989 | 14,165 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,295,602 | 16,826 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,381,362 | 18,915 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,092,995 | 17,530 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $792,818 | 13,399 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $948,844 | 14,200 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $902,064 | 14,289 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $911,841 | 14,700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,016,067 | 16,853 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,058,517 | 18,002 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $933,366 | 16,745 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||