REGATTA CAPITAL GROUP, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1911488 EL SEGUNDO, CA

Position in BMY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$235,723

-$22,403 QoQ

Shares Held

4,091

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,035

of 2,506 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $7,942,018 across 9 Drug Manufacturers - General names. BMY ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	7,477	$2,707,571
2	JNJ	Johnson & Johnson	5,315	$1,349,850
3	LLY	ELI LILLY & Co	863	$1,035,108
4	SNY	Sanofi	18,955	$808,620
5	MRK	Merck & Co., Inc.	4,544	$583,904
6	NVS	Novartis AG	3,273	$512,944
7	GILD	Gilead Sciences, Inc.	3,942	$498,032
8	BMY	Bristol Myers Squibb Co This page	4,091	$235,723

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,723	4,091	-3.9%	Shares	Sole	2026-08-12
2026-03-31	$258,126	4,256	0.0%	Shares	Sole	2026-04-15
2025-12-31	$229,568	4,256	-30.7%	Shares	Sole	2026-01-13
2025-03-31	$374,783	6,145	+0.9%	Shares	Sole	2025-04-14
2024-12-31	$344,506	6,091	0.0%	Shares	Sole	2025-01-21
2024-09-30	$315,148	6,091	0.0%	Shares	Sole	2024-10-15
2024-06-30	$252,959	6,091	-15.9%	Shares	Sole	2024-08-02
2024-03-31	$392,896	7,245	+3.9%	Shares	Sole	2024-04-23
2023-12-31	$357,682	6,971	-8.4%	Shares	Sole	2024-01-22
2023-09-30	$441,742	7,611	-0.1%	Shares	Sole	2023-10-30
2023-06-30	$487,107	7,617	0.0%	Shares	Sole	2023-07-13
2023-03-31	$527,934	7,617	0.0%	Shares	Sole	2023-05-01
2022-12-31	$548,043	7,617	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$541,065	7,611	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$565,180	7,340	-3.6%	Shares	Sole	2022-08-09
2022-03-31	$555,831	7,611	-3.8%	Shares	Sole	2022-05-16
2021-12-31	$493,250	7,911	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.