Mowery & Schoenfeld Wealth Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 2019946
LINCOLNSHIRE, IL
Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,845
-$833 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,411
of 2,506 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $3,187,997 across 9 Drug Manufacturers - General names. BMY ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,510 | $1,811,139 | |
| 2 | ABBV |
AbbVie Inc.
|
2,778 | $699,055 | |
| 3 | AZN |
Astrazeneca PLC
|
1,552 | $294,290 | |
| 4 | JNJ |
Johnson & Johnson
|
865 | $219,684 | |
| 5 | MRK |
Merck & Co., Inc.
|
724 | $93,034 | |
| 6 | AMGN |
Amgen Inc
|
111 | $40,195 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
275 | $15,845 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
113 | $14,276 |
All Filings in BMY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,845 | 275 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,678 | 275 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $14,833 | 275 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,402 | 275 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,729 | 275 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $16,772 | 275 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,590 | 311 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||