Position in BMY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$230,249
-$3,253 QoQ
Shares Held
3,996
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,048
of 2,506 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $14,596,403 across 8 Drug Manufacturers - General names. BMY ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
23,884 | $3,743,100 | |
| 2 | JNJ |
Johnson & Johnson
|
12,796 | $3,249,800 | |
| 3 | MRK |
Merck & Co., Inc.
|
22,112 | $2,841,392 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
14,201 | $1,794,154 | |
| 5 | PFE |
Pfizer Inc
|
44,811 | $1,079,048 | |
| 6 | AMGN |
Amgen Inc
|
2,495 | $903,489 | |
| 7 | ABBV |
AbbVie Inc.
|
3,001 | $755,171 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
3,996 | $230,249 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,249 | 3,996 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $233,502 | 3,850 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $210,527 | 3,903 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||