Pinnacle West Asset Management, Inc.

Position in BMY — Bristol Myers Squibb Co

CIK 1975730 CASPER, WY

Position in BMY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$829,728

-$43,632 QoQ

Shares Held

14,400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,271

of 2,506 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Pinnacle West Asset Management, Inc. holds $12,398,160 across 7 Drug Manufacturers - General names. BMY ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	13,605	$3,455,261
2	AMGN	Amgen Inc	8,815	$3,192,087
3	LLY	ELI LILLY & Co	2,221	$2,663,934
4	MRK	Merck & Co., Inc.	9,470	$1,216,895
5	BMY	Bristol Myers Squibb Co This page	14,400	$829,728
6	NVS	Novartis AG	4,155	$651,171
7	PFE	Pfizer Inc	16,158	$389,084

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,728	14,400	0.0%	Shares	Sole	2026-08-12
2026-03-31	$873,360	14,400	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$774,039	14,350	+2.1%	Shares	Sole	2026-02-10
2025-09-30	$633,655	14,050	+2.7%	Shares	Sole	2025-11-05
2025-06-30	$633,015	13,675	-0.4%	Shares	Sole	2025-07-24
2025-03-31	$837,087	13,725	+1.3%	Shares	Sole	2025-05-07
2024-12-31	$766,388	13,550	0.0%	Shares	Sole	2025-02-04
2024-09-30	$701,077	13,550	+2.3%	Shares	Sole	2024-10-23
2024-06-30	$550,272	13,250	+1.5%	Shares	Sole	2024-08-07
2024-03-31	$707,972	13,055	-0.6%	Shares	Sole	2024-04-24
2023-12-31	$674,213	13,140	+3.7%	Shares	Sole	2024-02-13
2023-09-30	$735,540	12,673	+3.5%	Shares	Sole	2023-11-08
2023-06-30	$782,939	12,243	-0.7%	Shares	Sole	2023-08-15
2023-03-31	$854,938	12,335	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.