CrossGen Wealth, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 2112179 GREENVILLE, NC

Position in BMY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$146,297

-$7,390 QoQ

Shares Held

2,539

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,199

of 2,514 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CrossGen Wealth, LLC holds $4,674,255 across 7 Drug Manufacturers - General names. BMY ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	8,901	$2,260,586
2	ABBV	AbbVie Inc.	5,983	$1,505,562
3	MRK	Merck & Co., Inc.	4,992	$641,472
4	BMY	Bristol Myers Squibb Co This page	2,539	$146,297
5	AMGN	Amgen Inc	229	$82,925
6	NVS	Novartis AG	210	$32,911
7	PFE	Pfizer Inc	187	$4,502

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,297	2,539	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$153,687	2,534	+0.2%	Shares	Sole	2026-04-22
2025-12-31	$136,414	2,529	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.