MCCARTER PRIVATE WEALTH SERVICES LLC
Position in BMY — Bristol Myers Squibb Co
CIK 2036922
Boston, MA
Position in BMY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$619,242
-$3,087 QoQ
Shares Held
10,747
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,415
of 2,506 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $12,321,847 across 8 Drug Manufacturers - General names. BMY ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,255 | $2,704,714 | |
| 2 | AZN |
Astrazeneca PLC
|
11,543 | $2,188,783 | |
| 3 | ABBV |
AbbVie Inc.
|
7,697 | $1,936,872 | |
| 4 | JNJ |
Johnson & Johnson
|
6,211 | $1,577,406 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,538 | $1,354,132 | |
| 6 | NVO |
Novo Nordisk A S
|
26,067 | $1,249,651 | |
| 7 | PFE |
Pfizer Inc
|
28,698 | $691,047 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
10,747 | $619,242 |
All Filings in BMY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,242 | 10,747 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $622,329 | 10,261 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $441,552 | 8,186 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $222,388 | 4,931 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $217,377 | 4,696 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $286,409 | 4,696 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $257,121 | 4,546 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $263,770 | 5,098 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||