Barnes Wealth Management Group, Inc
Position in BMY — Bristol Myers Squibb Co
CIK 2066194
Bakersfield, CA
Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$226,504
-$13,973 QoQ
Shares Held
3,931
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,068
of 2,514 holders
Holding Since
Dec 2024
5 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, 2026Barnes Wealth Management Group, Inc holds $2,457,976 across 7 Drug Manufacturers - General names. BMY ranks #7 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,784 | $453,082 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
3,229 | $407,951 | |
| 3 | PFE |
Pfizer Inc
|
15,391 | $370,615 | |
| 4 | MRK |
Merck & Co., Inc.
|
2,684 | $344,894 | |
| 5 | ABBV |
AbbVie Inc.
|
1,355 | $340,972 | |
| 6 | AMGN |
Amgen Inc
|
867 | $313,958 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
3,931 | $226,504 |
All Filings in BMY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,504 | 3,931 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $240,477 | 3,965 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $218,187 | 4,045 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $294,154 | 4,823 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $272,392 | 4,816 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||