Werba Rubin Papier Wealth Management
Position in BMY — Bristol Myers Squibb Co
CIK 1971029
SAN JOSE, CA
Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$224,948
+$15,767 QoQ
Shares Held
3,904
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,074
of 2,506 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $6,239,917 across 8 Drug Manufacturers - General names. BMY ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,280 | $1,535,270 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
8,749 | $1,105,348 | |
| 3 | JNJ |
Johnson & Johnson
|
4,317 | $1,096,388 | |
| 4 | ABBV |
AbbVie Inc.
|
4,226 | $1,063,430 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,214 | $669,999 | |
| 6 | AMGN |
Amgen Inc
|
800 | $289,696 | |
| 7 | PFE |
Pfizer Inc
|
10,583 | $254,838 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
3,904 | $224,948 |
All Filings in BMY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,948 | 3,904 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $209,181 | 3,449 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||