Beaumont Financial Advisors, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1957394 NEEDHAM, MA

Position in BMY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$495,877

-$31,899 QoQ

Shares Held

8,606

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,544

of 2,506 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $40,048,849 across 7 Drug Manufacturers - General names. BMY ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	111,216	$28,245,527
2	LLY	ELI LILLY & Co	4,760	$5,709,287
3	MRK	Merck & Co., Inc.	15,195	$1,952,557
4	ABBV	AbbVie Inc.	7,660	$1,927,562
5	AMGN	Amgen Inc	4,130	$1,495,555
6	BMY	Bristol Myers Squibb Co This page	8,606	$495,877
7	GILD	Gilead Sciences, Inc.	1,761	$222,484

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,877	8,606	-1.1%	Shares	Sole	2026-08-04
2026-03-31	$527,776	8,702	-4.3%	Shares	Sole	2026-05-05
2025-12-31	$490,476	9,093	+1.2%	Shares	Sole	2026-01-16
2025-09-30	$405,313	8,987	-15.7%	Shares	Sole	2025-10-23
2025-06-30	$493,312	10,657	-7.3%	Shares	Sole	2025-07-16
2025-03-31	$701,385	11,500	-1.9%	Shares	Sole	2025-05-12
2024-12-31	$663,052	11,723	+0.8%	Shares	Sole	2025-01-17
2024-09-30	$601,477	11,625	-5.1%	Shares	Sole	2024-10-09
2024-06-30	$508,700	12,249	-37.0%	Shares	Sole	2024-07-24
2024-03-31	$1,053,688	19,430	-5.7%	Shares	Sole	2024-05-10
2023-12-31	$1,057,345	20,607	-17.1%	Shares	Sole	2024-01-31
2023-09-30	$1,442,003	24,845	-0.6%	Shares	Sole	2023-11-01
2023-06-30	$1,599,133	25,006	+1.9%	Shares	Sole	2023-08-02
2023-03-31	$1,700,798	24,539	-2.3%	Shares	Sole	2023-05-08
2022-12-31	$1,807,384	25,120	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.