MTM Investment Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1831416
SPARTANBURG, SC
Position in BMY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,311,143
-$73,375 QoQ
Shares Held
22,755
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,022
of 2,506 holders
Holding Since
Dec 2020
23 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, 2026MTM Investment Management, LLC holds $18,574,544 across 14 Drug Manufacturers - General names. BMY ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,034 | $10,835,651 | |
| 2 | JNJ |
Johnson & Johnson
|
10,367 | $2,632,906 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,469 | $1,730,766 | |
| 4 | ABBV |
AbbVie Inc.
|
5,539 | $1,393,833 | |
| 5 | BMY |
Bristol Myers Squibb Co
This page
|
22,755 | $1,311,143 | |
| 6 | PFE |
Pfizer Inc
|
12,819 | $308,681 | |
| 7 | NVS |
Novartis AG
|
662 | $103,748 | |
| 8 | AZN |
Astrazeneca PLC
|
424 | $80,398 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,143 | 22,755 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,384,518 | 22,828 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,231,234 | 22,826 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,032,699 | 22,898 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,122,115 | 24,241 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,478,275 | 24,238 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,370,788 | 24,236 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,306,900 | 25,259 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,050,916 | 25,305 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,540,674 | 28,410 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,465,362 | 28,559 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,692,330 | 29,158 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,864,590 | 29,157 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,020,802 | 29,156 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,097,774 | 29,156 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,165,543 | 30,462 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,345,497 | 30,461 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,224,566 | 30,461 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,909,281 | 30,622 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,851,547 | 31,292 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,253,972 | 33,732 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,937,522 | 30,691 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,745,524 | 28,140 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||