KINGSWOOD WEALTH ADVISORS, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1987855 SAN DIEGO, CA

Position in BMY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,069,768

-$84,944 QoQ

Shares Held

35,921

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#827

of 2,514 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $44,193,858 across 13 Drug Manufacturers - General names. BMY ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,066	$10,874,033
2	JNJ	Johnson & Johnson	36,864	$9,362,350
3	ABBV	AbbVie Inc.	37,047	$9,322,507
4	MRK	Merck & Co., Inc.	31,533	$4,051,990
5	AMGN	Amgen Inc	6,385	$2,312,136
6	BMY	Bristol Myers Squibb Co This page	35,921	$2,069,768
7	PFE	Pfizer Inc	79,869	$1,923,245
8	GILD	Gilead Sciences, Inc.	10,686	$1,350,069

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,069,768	35,921	+1.1%	Shares	Sole	2026-07-27
2026-03-31	$2,154,712	35,527	-12.1%	Shares	Sole	2026-04-28
2025-12-31	$2,180,902	40,432	+3.1%	Shares	Sole	2026-01-28
2025-09-30	$1,768,822	39,220	-5.7%	Shares	Sole	2025-10-23
2025-06-30	$1,924,691	41,579	+5.7%	Shares	Sole	2025-07-23
2025-03-31	$2,398,370	39,324	-19.7%	Shares	Sole	2025-07-25
2024-12-31	$2,768,159	48,942	+3.5%	Shares	Sole	2025-01-22
2024-09-30	$2,447,715	47,308	+10.6%	Shares	Sole	2024-10-21
2024-06-30	$1,775,988	42,764	-6.5%	Shares	Sole	2024-07-09
2024-03-31	$2,480,859	45,747	+0.3%	Shares	Sole	2024-04-15
2023-12-31	$2,339,171	45,589	+48.8%	Shares	Sole	2024-01-16
2023-09-30	$1,777,707	30,629	-23.8%	Shares	Sole	2023-10-24
2023-06-30	$2,571,045	40,204	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.