Position in BMY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$218,956
-$11,514 QoQ
Shares Held
3,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,090
of 2,506 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mattern Wealth Management LLC holds $8,952,384 across 8 Drug Manufacturers - General names. BMY ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,534 | $3,039,355 | |
| 2 | JNJ |
Johnson & Johnson
|
9,980 | $2,534,620 | |
| 3 | ABBV |
AbbVie Inc.
|
4,847 | $1,219,699 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,274 | $806,209 | |
| 5 | AMGN |
Amgen Inc
|
1,809 | $655,075 | |
| 6 | NVS |
Novartis AG
|
1,633 | $255,923 | |
| 7 | PFE |
Pfizer Inc
|
9,242 | $222,547 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
3,800 | $218,956 |
All Filings in BMY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,956 | 3,800 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $230,470 | 3,800 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $204,972 | 3,800 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $203,676 | 4,400 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $268,356 | 4,400 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $271,488 | 4,800 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $248,352 | 4,800 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $238,612 | 4,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $225,764 | 4,400 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $319,220 | 5,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $351,725 | 5,500 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $381,205 | 5,500 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $395,725 | 5,500 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $390,995 | 5,500 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $423,500 | 5,500 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $401,665 | 5,500 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $342,925 | 5,500 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $331,352 | 5,600 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $367,510 | 5,500 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $347,215 | 5,500 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $350,469 | 5,650 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $340,638 | 5,650 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $332,220 | 5,650 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $320,505 | 5,750 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||