Forza Wealth Management, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1963030 SARASOTA, FL

Position in BMY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,390,773

-$53,182 QoQ

Shares Held

24,137

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#990

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

Forza Wealth Management, LLC holds $16,271,551 across 11 Drug Manufacturers - General names. BMY ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,323	$2,786,276
2	ABBV	AbbVie Inc.	10,703	$2,693,302
3	JNJ	Johnson & Johnson	10,314	$2,619,446
4	AMGN	Amgen Inc	7,018	$2,541,358
5	MRK	Merck & Co., Inc.	10,879	$1,397,951
6	BMY	Bristol Myers Squibb Co This page	24,137	$1,390,773
7	NVS	Novartis AG	5,274	$826,541
8	PFE	Pfizer Inc	27,200	$654,976

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,390,773	24,137	+1.4%	Shares	Sole	2026-07-17
2026-03-31	$1,443,955	23,808	+5.8%	Shares	Sole	2026-04-30
2025-12-31	$1,213,326	22,494	+13.7%	Shares	Sole	2026-02-02
2025-09-30	$892,213	19,783	+4.3%	Shares	Sole	2025-10-22
2025-06-30	$877,797	18,963	-5.0%	Shares	Sole	2025-07-18
2025-03-31	$1,217,665	19,965	-0.5%	Shares	Sole	2025-04-30
2024-12-31	$1,135,442	20,075	-2.7%	Shares	Sole	2025-01-13
2024-09-30	$1,067,034	20,623	+0.8%	Shares	Sole	2024-10-28
2024-06-30	$849,869	20,464	0.0%	Shares	Sole	2024-07-17
2024-03-31	$1,109,762	20,464	-0.4%	Shares	Sole	2024-04-22
2023-12-31	$1,054,112	20,544	-9.5%	Shares	Sole	2024-01-24
2023-09-30	$1,317,159	22,694	-0.9%	Shares	Sole	2023-10-24
2023-06-30	$1,464,071	22,894	+1.5%	Shares	Sole	2023-07-25
2023-03-31	$1,562,871	22,549	+9.6%	Shares	Sole	2023-05-03
2022-12-31	$1,480,874	20,582	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.