Smallwood Wealth Investment Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1921304
RED BANK, NJ
Position in BMY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$378,793
-$19,920 QoQ
Shares Held
6,574
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,714
of 2,514 holders
Holding Since
Mar 2022
18 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, 2026Smallwood Wealth Investment Management, LLC holds $3,520,397 across 13 Drug Manufacturers - General names. BMY ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
697 | $836,002 | |
| 2 | ABBV |
AbbVie Inc.
|
2,493 | $627,338 | |
| 3 | JNJ |
Johnson & Johnson
|
2,403 | $610,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,432 | $441,012 | |
| 5 | AMGN |
Amgen Inc
|
1,184 | $428,750 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
6,574 | $378,793 | |
| 7 | PFE |
Pfizer Inc
|
4,500 | $108,360 | |
| 8 | NVS |
Novartis AG
|
200 | $31,344 |
All Filings in BMY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,793 | 6,574 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $398,713 | 6,574 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $354,601 | 6,574 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $296,487 | 6,574 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $304,310 | 6,574 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $407,535 | 6,682 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $377,820 | 6,680 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $345,623 | 6,680 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $306,657 | 7,384 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $400,434 | 7,384 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $327,563 | 6,384 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $416,959 | 7,184 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $459,416 | 7,184 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $509,844 | 7,356 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $607,545 | 8,444 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $628,364 | 8,839 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,562 | 8,306 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $523,113 | 7,163 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||