Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$814,343
+$487,076 QoQ
Shares Held
14,133
+161.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,278
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, 2026EPG Wealth Management LLC holds $13,175,595 across 8 Drug Manufacturers - General names. BMY ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,768 | $5,718,882 | |
| 2 | AMGN |
Amgen Inc
|
7,115 | $2,576,483 | |
| 3 | JNJ |
Johnson & Johnson
|
7,745 | $1,966,997 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
14,133 | $814,343 | |
| 5 | AZN |
Astrazeneca PLC
|
4,026 | $763,410 | |
| 6 | ABBV |
AbbVie Inc.
|
2,458 | $618,531 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,023 | $508,265 | |
| 8 | MRK |
Merck & Co., Inc.
|
1,624 | $208,684 |
All Filings in BMY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,343 | 14,133 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $327,267 | 5,396 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $293,757 | 5,446 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $240,518 | 5,333 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $244,735 | 5,287 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $324,283 | 5,317 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $309,835 | 5,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $276,860 | 5,351 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $342,470 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $464,100 | 8,558 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $428,900 | 8,359 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $493,107 | 8,496 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $549,266 | 8,589 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $624,760 | 9,014 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $647,334 | 8,997 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $647,985 | 9,115 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $695,387 | 9,031 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $679,398 | 9,303 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $266,608 | 4,276 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $446,378 | 7,544 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $506,896 | 7,586 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $434,523 | 6,883 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $367,279 | 5,921 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $203,785 | 3,656 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||