Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,575,734
-$241,885 QoQ
Shares Held
27,347
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#934
of 2,506 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $19,246,713 across 10 Drug Manufacturers - General names. BMY ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
23,241 | $5,848,365 | |
| 2 | JNJ |
Johnson & Johnson
|
13,431 | $3,411,071 | |
| 3 | LLY |
ELI LILLY & Co
|
2,720 | $3,262,449 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,037 | $2,189,254 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
27,347 | $1,575,734 | |
| 6 | AMGN |
Amgen Inc
|
3,489 | $1,263,436 | |
| 7 | PFE |
Pfizer Inc
|
40,104 | $965,704 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,233 | $282,117 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,575,734 | 27,347 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,817,619 | 29,969 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,264,731 | 23,447 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||