JPL Wealth Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 2010710
GREENWOOD VILLAGE, CO
Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,476
-$54,458 QoQ
Shares Held
1,119
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,297
of 2,506 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $16,081,195 across 15 Drug Manufacturers - General names. BMY ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
25,639 | $6,451,797 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
32,959 | $4,164,039 | |
| 3 | AMGN |
Amgen Inc
|
9,650 | $3,494,457 | |
| 4 | LLY |
ELI LILLY & Co
|
767 | $919,962 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,122 | $401,176 | |
| 6 | PFE |
Pfizer Inc
|
11,838 | $285,058 | |
| 7 | JNJ |
Johnson & Johnson
|
799 | $202,921 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
1,119 | $64,476 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,476 | 1,119 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $118,934 | 1,961 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $35,763 | 793 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||