Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$955,397
-$3,176 QoQ
Shares Held
16,581
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,189
of 2,506 holders
Holding Since
Jun 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, 2026Keebeck Wealth Management holds $26,055,162 across 12 Drug Manufacturers - General names. BMY ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,672 | $10,401,457 | |
| 2 | ABBV |
AbbVie Inc.
|
22,005 | $5,537,338 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,212 | $3,625,242 | |
| 4 | JNJ |
Johnson & Johnson
|
9,392 | $2,385,286 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
16,581 | $955,397 | |
| 6 | AMGN |
Amgen Inc
|
2,529 | $915,801 | |
| 7 | NVS |
Novartis AG
|
3,950 | $619,044 | |
| 8 | PFE |
Pfizer Inc
|
17,946 | $432,139 |
All Filings in BMY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,397 | 16,581 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $958,573 | 15,805 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $679,697 | 12,601 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $564,246 | 12,511 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $550,897 | 11,901 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $745,480 | 12,223 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,225,711 | 21,671 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,101,182 | 21,283 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $883,633 | 21,277 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $615,456 | 11,349 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $626,187 | 12,204 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $972,228 | 16,751 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $659,516 | 10,313 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $364,085 | 5,253 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $268,301 | 3,729 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $259,336 | 3,648 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,834 | 3,842 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $280,581 | 3,842 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $239,548 | 3,842 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,689,836 | 28,559 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,967,314 | 29,442 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $280,423 | 4,442 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $737,908 | 11,896 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $446,628 | 7,408 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $488,392 | 8,306 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||