MBL Wealth, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1845785 CHARLOTTE, NC

Position in BMY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$478,534

-$112,136 QoQ

Shares Held

8,305

-14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,573

of 2,514 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Healthcare · as of Jun 30, 2026

MBL Wealth, LLC holds $11,328,845 across 9 Drug Manufacturers - General names. BMY ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,439	$2,925,409
2	JNJ	Johnson & Johnson	10,383	$2,636,970
3	ABBV	AbbVie Inc.	7,862	$1,978,393
4	MRK	Merck & Co., Inc.	12,579	$1,616,401
5	AMGN	Amgen Inc	1,479	$535,574
6	PFE	Pfizer Inc	21,003	$505,752
7	BMY	Bristol Myers Squibb Co This page	8,305	$478,534
8	GILD	Gilead Sciences, Inc.	3,094	$390,895

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,534	8,305	-14.7%	Shares	Sole	2026-07-15
2026-03-31	$590,670	9,739	+63.0%	Shares	Sole	2026-04-28
2025-03-31	$364,354	5,974	+27.8%	Shares	Sole	2025-05-21
2024-12-31	$264,361	4,674	+11.5%	Shares	Sole	2025-04-21
2023-12-31	$215,142	4,193	+14.9%	Shares	Sole	2024-01-18
2023-09-30	$211,729	3,648	-3.0%	Shares	Sole	2023-10-11
2023-06-30	$240,388	3,759	-6.5%	Shares	Sole	2023-07-17
2023-03-31	$278,764	4,022	+20.4%	Shares	Sole	2023-04-12
2022-12-31	$240,384	3,341	-1.2%	Shares	Sole	2023-01-12
2022-09-30	$240,355	3,381	+1.2%	Shares	Sole	2023-01-12
2022-06-30	$257,257	3,341	-24.0%	Shares	Sole	2023-01-12
2022-03-31	$320,966	4,395	+16.6%	Shares	Sole	2022-05-02
2021-03-31	$237,936	3,769	+7.7%	Shares	Defined	2021-05-27
2020-12-31	$217,042	3,499	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.