Wealth Enhancement Trust Services, Inc.
Position in BMY — Bristol Myers Squibb Co
CIK 2067696
SIOUX FALLS, SD
Position in BMY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$138,978
+$60,862 QoQ
Shares Held
2,412
+87.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,200
of 2,506 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $26,994,149 across 12 Drug Manufacturers - General names. BMY ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
41,949 | $10,653,787 | |
| 2 | LLY |
ELI LILLY & Co
|
5,971 | $7,161,797 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,812 | $3,702,341 | |
| 4 | ABBV |
AbbVie Inc.
|
9,681 | $2,436,126 | |
| 5 | AMGN |
Amgen Inc
|
5,802 | $2,101,019 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,235 | $408,709 | |
| 7 | PFE |
Pfizer Inc
|
9,430 | $227,073 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
2,412 | $138,978 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,978 | 2,412 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $78,116 | 1,288 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $81,987 | 1,520 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||