Legacy Wealth Asset Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1846151
WOODBURY, MN
Position in BMY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$757,069
-$40,296 QoQ
Shares Held
13,139
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,310
of 2,506 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $5,142,835 across 4 Drug Manufacturers - General names. BMY ranks #4 (14.7% of the industry book) .
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,069 | 13,139 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $797,365 | 13,147 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $680,776 | 12,621 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $473,414 | 10,497 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $472,435 | 10,206 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $612,095 | 10,036 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $564,695 | 9,984 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $532,301 | 10,288 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $418,331 | 10,073 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $534,707 | 9,860 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $477,952 | 9,315 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $542,035 | 9,339 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $594,415 | 9,295 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $831,512 | 11,997 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $861,097 | 11,968 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $845,899 | 11,899 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,113,189 | 14,457 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,061,637 | 14,537 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $893,288 | 14,327 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $707,554 | 11,958 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $788,676 | 11,803 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $719,871 | 11,403 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $691,758 | 11,152 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||