MILESTONE ASSET MANAGEMENT, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1964722
PITTSBURGH, PA
Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,173,281
+$670,331 QoQ
Shares Held
141,848
+14.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#430
of 2,506 holders
Holding Since
Dec 2024
5 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $27,891,738 across 7 Drug Manufacturers - General names. BMY ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
This page
|
141,848 | $8,173,281 | |
| 2 | LLY |
ELI LILLY & Co
|
6,415 | $7,694,343 | |
| 3 | AMGN |
Amgen Inc
|
17,878 | $6,473,981 | |
| 4 | MRK |
Merck & Co., Inc.
|
16,957 | $2,178,974 | |
| 5 | ABBV |
AbbVie Inc.
|
6,977 | $1,755,692 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
10,514 | $1,328,338 | |
| 7 | PFE |
Pfizer Inc
|
11,924 | $287,129 |
All Filings in BMY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,173,281 | 141,848 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,502,950 | 123,709 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,250,645 | 41,725 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $3,293,825 | 54,006 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $1,510,660 | 26,709 | Shares | Other | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||