Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,749,333
+$1,066,966 QoQ
Shares Held
65,070
+47.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#628
of 2,506 holders
Holding Since
Dec 2020
18 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, 202644 WEALTH MANAGEMENT LLC holds $16,913,142 across 10 Drug Manufacturers - General names. BMY ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
23,812 | $6,047,533 | |
| 2 | BMY |
Bristol Myers Squibb Co
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|
65,070 | $3,749,333 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,847 | $2,036,339 | |
| 4 | SNY |
Sanofi
|
43,343 | $1,849,012 | |
| 5 | LLY |
ELI LILLY & Co
|
858 | $1,029,111 | |
| 6 | AZN |
Astrazeneca PLC
|
2,817 | $534,159 | |
| 7 | NVS |
Novartis AG
|
3,161 | $495,391 | |
| 8 | AMGN |
Amgen Inc
|
1,359 | $492,121 |
All Filings in BMY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,749,333 | 65,070 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,682,367 | 44,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,132,835 | 58,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,001,946 | 66,562 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,652,648 | 57,305 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,658,851 | 59,991 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,452,988 | 61,050 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,274,365 | 63,285 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $203,105 | 3,176 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $220,821 | 3,186 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $229,232 | 3,186 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $225,070 | 3,166 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $243,782 | 3,166 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $228,802 | 3,133 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $1,724,332 | 29,142 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,986,825 | 29,734 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,005,008 | 31,760 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,951,525 | 31,461 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||