Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$174,242
+$27,469 QoQ
Shares Held
3,024
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,175
of 2,506 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $10,373,715 across 10 Drug Manufacturers - General names. BMY ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,624 | $3,206,117 | |
| 2 | MRK |
Merck & Co., Inc.
|
20,497 | $2,633,864 | |
| 3 | AMGN |
Amgen Inc
|
6,118 | $2,215,450 | |
| 4 | LLY |
ELI LILLY & Co
|
817 | $979,934 | |
| 5 | ABBV |
AbbVie Inc.
|
3,074 | $773,541 | |
| 6 | NVO |
Novo Nordisk A S
|
4,264 | $204,416 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
3,024 | $174,242 | |
| 8 | PFE |
Pfizer Inc
|
6,648 | $160,083 |
All Filings in BMY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,242 | 3,024 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $146,773 | 2,420 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $127,028 | 2,355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $100,573 | 2,230 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $103,226 | 2,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $136,007 | 2,230 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $126,128 | 2,230 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,984 | 2,261 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $89,746 | 2,161 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $177,982 | 3,282 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||