Essential Investment Partners LLC
Position in BMY — Bristol Myers Squibb Co
CIK 2145170
ENGLEWOOD, CO
Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$240,563
-$12,650 QoQ
Shares Held
4,175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,019
of 2,506 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Essential Investment Partners LLC holds $6,722,234 across 7 Drug Manufacturers - General names. BMY ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
14,411 | $3,626,384 | |
| 2 | JNJ |
Johnson & Johnson
|
9,139 | $2,321,031 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,985 | $255,072 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
4,175 | $240,563 | |
| 5 | AMGN |
Amgen Inc
|
645 | $233,567 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
360 | $45,482 | |
| 7 | OGN |
Organon & Co.
|
10 | $135 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,563 | 4,175 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $253,213 | 4,175 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $225,199 | 4,175 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||