Cyndeo Wealth Partners, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1950947 ST. PETERSBURG, FL

Position in BMY

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$10,743,825

+$90,228 QoQ

Shares Held

186,460

+6.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#379

of 2,506 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $116,144,822 across 9 Drug Manufacturers - General names. BMY ranks #6 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	137,211	$34,527,776
2	LLY	ELI LILLY & Co	17,927	$21,502,183
3	JNJ	Johnson & Johnson	78,287	$19,882,549
4	MRK	Merck & Co., Inc.	108,426	$13,932,741
5	PFE	Pfizer Inc	536,714	$12,924,073
6	BMY	Bristol Myers Squibb Co This page	186,460	$10,743,825
7	AZN	Astrazeneca PLC	6,841	$1,297,190
8	NVS	Novartis AG	4,490	$703,672

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,743,825	186,460	+6.2%	Shares	Sole	2026-07-21
2026-03-31	$10,653,597	175,657	+1850.9%	Shares	Sole	2026-04-13
2025-12-31	$485,675	9,004	+9.6%	Shares	Sole	2026-01-07
2025-09-30	$370,586	8,217	-4.0%	Shares	Sole	2025-10-10
2025-06-30	$396,242	8,560	-10.2%	Shares	Sole	2025-07-24
2025-03-31	$581,173	9,529	-0.0%	Shares	Sole	2025-04-17
2024-12-31	$539,016	9,530	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$493,340	9,535	+3.9%	Shares	Sole	2024-10-18
2024-06-30	$381,162	9,178	-10.0%	Shares	Sole	2024-07-30
2024-03-31	$553,254	10,202	+18.7%	Shares	Sole	2024-04-17
2023-12-31	$440,906	8,593	+1.9%	Shares	Sole	2024-01-12
2023-09-30	$489,393	8,432	-12.7%	Shares	Sole	2023-10-10
2023-06-30	$617,373	9,654	-75.9%	Shares	Sole	2023-07-27
2023-03-31	$2,771,221	39,983	-48.9%	Shares	Sole	2023-04-25
2022-12-31	$5,628,144	78,223	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.