Optimist Retirement Group LLC

Pension

Position in BMY — Bristol Myers Squibb Co

CIK 2011850 BELLEVUE, WA

Position in BMY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,508,890

-$189,913 QoQ

Shares Held

43,542

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#743

of 2,506 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Optimist Retirement Group LLC holds $22,774,591 across 9 Drug Manufacturers - General names. BMY ranks #6 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,163	$3,793,797
2	ABBV	AbbVie Inc.	12,838	$3,230,554
3	MRK	Merck & Co., Inc.	22,801	$2,929,928
4	GSK	GSK plc	51,040	$2,675,516
5	NVS	Novartis AG	16,777	$2,629,291
6	BMY	Bristol Myers Squibb Co This page	43,542	$2,508,890
7	NVO	Novo Nordisk A S	52,040	$2,494,797
8	PFE	Pfizer Inc	93,529	$2,252,178

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,508,890	43,542	-2.1%	Shares	Sole	2026-08-10
2026-03-31	$2,698,803	44,498	+3.7%	Shares	Sole	2026-05-11
2025-12-31	$2,315,644	42,930	-6.3%	Shares	Sole	2026-02-09
2025-09-30	$2,066,166	45,813	+12.1%	Shares	Sole	2025-11-17
2025-06-30	$1,891,455	40,861	+4.4%	Shares	Sole	2025-08-15
2025-03-31	$2,386,904	39,136	-8.8%	Shares	Sole	2025-05-05
2024-12-31	$2,428,007	42,928	-1.6%	Shares	Sole	2025-01-27
2024-09-30	$2,257,726	43,636	+12.9%	Shares	Sole	2024-11-25
2024-03-31	$2,096,694	38,663	+383.9%	Shares	Sole	2024-05-13
2023-12-31	$409,966	7,990	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.