Redwood Wealth Management Group, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1963839 MEDFORD, NJ

Position in BMY

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$876,756

+$85,457 QoQ

Shares Held

14,456

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

Redwood Wealth Management Group, LLC holds $7,911,804 across 8 Drug Manufacturers - General names. BMY ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,350	$2,161,459
2	MRK	Merck & Co., Inc.	12,872	$1,548,372
3	ABBV	AbbVie Inc.	4,427	$962,828
4	BMY	Bristol Myers Squibb Co This page	14,456	$876,756
5	JNJ	Johnson & Johnson	3,467	$847,473
6	AMGN	Amgen Inc	2,140	$752,959
7	PFE	Pfizer Inc	17,262	$484,716
8	NVS	Novartis AG	1,815	$277,241

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$876,756	14,456	-1.5%	Shares	Sole	2026-04-24
2025-12-31	$791,299	14,670	+8.5%	Shares	Sole	2026-02-03
2025-09-30	$609,752	13,520	-3.8%	Shares	Sole	2025-10-24
2025-06-30	$650,467	14,052	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$850,871	13,951	+5.2%	Shares	Sole	2025-04-21
2024-12-31	$750,155	13,263	+1.5%	Shares	Sole	2025-01-27
2024-09-30	$676,034	13,066	+1.9%	Shares	Sole	2024-11-13
2024-06-30	$532,580	12,824	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$691,486	12,751	+1.0%	Shares	Sole	2024-05-07
2023-12-31	$647,942	12,628	+21.6%	Shares	Sole	2024-01-25
2023-09-30	$602,513	10,381	-9.9%	Shares	Sole	2023-10-18
2023-06-30	$736,448	11,516	-4.0%	Shares	Sole	2023-07-20
2023-03-31	$831,512	11,997	+0.2%	Shares	Sole	2023-04-19
2022-12-31	$861,889	11,979	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.