Agate Pass Investment Management, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1900409 BAINBRIDGE ISLAND, WA

Position in BMY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$201,670

-$10,605 QoQ

Shares Held

3,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,154

of 2,506 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Agate Pass Investment Management, LLC holds $24,275,889 across 6 Drug Manufacturers - General names. BMY ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	54,306	$13,665,561
2	JNJ	Johnson & Johnson	26,564	$6,746,459
3	NVS	Novartis AG	9,950	$1,559,364
4	AMGN	Amgen Inc	3,394	$1,229,035
5	MRK	Merck & Co., Inc.	6,800	$873,800
6	BMY	Bristol Myers Squibb Co This page	3,500	$201,670

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,670	3,500	0.0%	Shares	Sole	2026-07-08
2026-03-31	$212,275	3,500	0.0%	Shares	Sole	2026-04-07
2025-03-31	$213,465	3,500	-12.5%	Shares	Sole	2025-04-04
2024-03-31	$216,920	4,000	-4.8%	Shares	Sole	2024-04-15
2023-12-31	$215,502	4,200	0.0%	Shares	Sole	2024-01-08
2023-09-30	$243,768	4,200	-11.1%	Shares	Sole	2023-10-13
2023-06-30	$302,099	4,724	0.0%	Shares	Sole	2023-07-31
2023-03-31	$327,420	4,724	0.0%	Shares	Sole	2023-05-11
2022-12-31	$339,891	4,724	0.0%	Shares	Sole	2023-02-06
2022-09-30	$335,829	4,724	0.0%	Shares	Sole	2022-10-14
2022-06-30	$363,748	4,724	0.0%	Shares	Sole	2022-08-09
2022-03-31	$344,993	4,724	0.0%	Shares	Sole	2022-04-28
2021-12-31	$294,541	4,724	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.