JEPPSON WEALTH MANAGEMENT, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1831263
MANHATTAN BEACH, CA
Position in BMY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,106,937
-$70,643 QoQ
Shares Held
19,211
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,111
of 2,506 holders
Holding Since
Sep 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $20,365,703 across 11 Drug Manufacturers - General names. BMY ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,843 | $4,609,409 | |
| 2 | JNJ |
Johnson & Johnson
|
13,376 | $3,397,102 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,022 | $2,572,827 | |
| 4 | ABBV |
AbbVie Inc.
|
9,902 | $2,491,739 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
18,196 | $2,298,882 | |
| 6 | AMGN |
Amgen Inc
|
3,432 | $1,242,795 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
19,211 | $1,106,937 | |
| 8 | PFE |
Pfizer Inc
|
40,696 | $979,959 |
All Filings in BMY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,937 | 19,211 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,177,580 | 19,416 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,055,443 | 19,567 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $845,489 | 18,747 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $794,660 | 17,167 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $902,103 | 14,791 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $851,850 | 15,061 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $779,359 | 15,063 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $611,695 | 14,729 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,591,704 | 29,351 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,512,926 | 29,486 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $879,712 | 15,157 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,095,911 | 17,137 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,187,765 | 17,137 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,234,805 | 17,162 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,223,601 | 17,212 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,325,324 | 17,212 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,256,992 | 17,212 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,103,906 | 17,705 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,065,947 | 18,015 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,201,423 | 17,980 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,135,077 | 17,980 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,118,711 | 18,035 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,115,726 | 18,506 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||