Position in BMY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,774,460
+$1,154,560 QoQ
Shares Held
48,151
+80.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#716
of 2,506 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Derivatives in BMY
reported options exposure · as of Jun 30, 2025CallValue
$18,516
CallShares
400
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, 2026SteelPeak Wealth, LLC holds $140,108,606 across 11 Drug Manufacturers - General names. BMY ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
188,790 | $68,364,634 | |
| 2 | JNJ |
Johnson & Johnson
|
90,701 | $23,035,332 | |
| 3 | MRK |
Merck & Co., Inc.
|
170,247 | $21,876,739 | |
| 4 | ABBV |
AbbVie Inc.
|
37,009 | $9,312,944 | |
| 5 | PFE |
Pfizer Inc
|
289,182 | $6,963,502 | |
| 6 | LLY |
ELI LILLY & Co
|
5,219 | $6,259,825 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
48,151 | $2,774,460 | |
| 8 | BIIB |
Biogen Inc.
|
3,011 | $650,556 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,774,460 | 48,151 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,619,900 | 26,709 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,961,096 | 36,357 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $18,516 | 400 | Call | Sole | 2025-07-23 | |
| 2025-06-30 | $4,228,776 | 91,354 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $54,891 | 900 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $30,495 | 500 | Put | Sole | 2025-05-01 | |
| 2025-03-31 | $10,591,767 | 173,664 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,185,833 | 180,089 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $22,624 | 400 | Call | Sole | 2025-01-23 | |
| 2024-06-30 | $16,612 | 400 | Call | Sole | 2024-07-17 | |
| 2024-06-30 | $4,139,834 | 99,683 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $168,709 | 3,111 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $103,037 | 1,900 | Call | Sole | 2024-04-18 | |
| 2023-06-30 | $888,905 | 13,900 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $857,711 | 12,375 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $692,662 | 9,627 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $663,767 | 9,337 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $917,301 | 11,913 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $581,756 | 7,966 | Shares | Sole | 2022-05-10 | |
| 2021-03-31 | $814,755 | 12,906 | Shares | Sole | 2021-05-18 | |
| 2020-06-30 | $484,864 | 8,246 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $399,767 | 7,172 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||