Caldwell Trust Co

Bank

Position in BMY — Bristol Myers Squibb Co

CIK 2080218 Venice, FL

Position in BMY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,739,490

-$270,996 QoQ

Shares Held

30,189

-8.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#897

of 2,506 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caldwell Trust Co holds $66,282,067 across 15 Drug Manufacturers - General names. BMY ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	21,550	$25,847,718
2	JNJ	Johnson & Johnson	56,485	$14,345,495
3	AMGN	Amgen Inc	26,584	$9,626,598
4	ABBV	AbbVie Inc.	27,070	$6,811,894
5	MRK	Merck & Co., Inc.	35,474	$4,558,408
6	BMY	Bristol Myers Squibb Co This page	30,189	$1,739,490
7	AZN	Astrazeneca PLC	8,454	$1,603,047
8	PFE	Pfizer Inc	44,139	$1,062,867

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,739,490	30,189	-8.9%	Shares	Sole	2026-08-03
2026-03-31	$2,010,486	33,149	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$1,811,520	33,584	-4.5%	Shares	Sole	2026-01-30
2025-09-30	$1,586,212	35,171	-4.0%	Shares	Sole	2025-10-23
2025-06-30	$1,695,556	36,629	-3.2%	Shares	Sole	2025-09-22
2025-03-31	$2,307,739	37,838	+0.4%	Shares	Sole	2025-09-23
2024-12-31	$2,132,481	37,703	-3.2%	Shares	Sole	2025-09-24
2024-09-30	$2,016,152	38,967	-3.5%	Shares	Sole	2025-09-24
2024-06-30	$1,677,728	40,398	-1.8%	Shares	Sole	2025-09-24
2024-03-31	$2,230,913	41,138	-5.1%	Shares	Sole	2025-09-24
2023-12-31	$2,224,288	43,350	-6.2%	Shares	Sole	2025-10-01
2023-09-30	$2,681,041	46,193	-5.8%	Shares	Sole	2025-10-01
2023-06-30	$3,135,724	49,034	-2.4%	Shares	Sole	2025-10-01
2023-03-31	$3,480,470	50,216	-2.3%	Shares	Sole	2025-10-01
2022-12-31	$3,696,359	51,374	+0.7%	Shares	Sole	2025-10-01
2022-09-30	$3,625,021	50,992	-2.3%	Shares	Sole	2025-10-01
2022-06-30	$4,019,477	52,201	+7.3%	Shares	Sole	2025-10-02
2022-03-31	$3,554,297	48,669	-1.2%	Shares	Sole	2025-10-02
2021-12-31	$3,070,550	49,247	-1.9%	Shares	Sole	2025-10-02
2021-09-30	$2,970,156	50,197	-5.6%	Shares	Sole	2025-10-02
2021-06-30	$3,552,084	53,159	-2.4%	Shares	Sole	2025-10-02
2021-03-31	$3,438,375	54,465	-1.0%	Shares	Sole	2025-10-02
2020-12-31	$3,413,324	55,027	-10.4%	Shares	Sole	2025-10-02
2020-09-30	$3,703,795	61,433	-6.6%	Shares	Sole	2025-10-02
2020-06-30	$3,865,982	65,748	+0.0%	Shares	Sole	2025-10-02
2020-03-31	$3,664,124	65,736	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.