WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in BMY — Bristol Myers Squibb Co

CIK 752365 SOUTH BEND, IN

Back to BMY Full portfolio

Position in BMY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$314,432

-$20,841 QoQ

Shares Held

5,457

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,842

of 2,506 holders

Holding Since

Jun 2020

25 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $48,820,646 across 8 Drug Manufacturers - General names. BMY ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	21,280	$25,523,872
2	JNJ	Johnson & Johnson	33,867	$8,601,201
3	ABBV	AbbVie Inc.	23,876	$6,008,156
4	MRK	Merck & Co., Inc.	29,479	$3,788,051
5	AMGN	Amgen Inc	9,923	$3,593,316
6	PFE	Pfizer Inc	23,803	$573,176
7	NVS	Novartis AG	2,670	$418,442
8	BMY	Bristol Myers Squibb Co This page	5,457	$314,432

All Filings in BMY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,432	5,457	-1.3%	Shares	Sole	2026-08-12
2026-03-31	$335,273	5,528	-8.1%	Shares	Sole	2026-05-11
2025-12-31	$324,503	6,016	-4.7%	Shares	Sole	2026-02-11
2025-09-30	$284,671	6,312	-16.2%	Shares	Sole	2025-11-13
2025-06-30	$348,563	7,530	-19.4%	Shares	Sole	2025-08-11
2025-03-31	$569,707	9,341	+1.2%	Shares	Sole	2025-04-21
2024-12-31	$521,822	9,226	-5.4%	Shares	Sole	2025-01-29
2024-09-30	$504,465	9,750	-2.5%	Shares	Sole	2024-10-25
2024-06-30	$415,133	9,996	-2.1%	Shares	Sole	2024-07-15
2024-03-31	$553,471	10,206	+12.6%	Shares	Sole	2024-04-30
2023-12-31	$465,073	9,064	-7.2%	Shares	Sole	2024-01-25
2023-09-30	$566,702	9,764	+0.4%	Shares	Sole	2023-10-20
2023-06-30	$621,913	9,725	+0.8%	Shares	Sole	2023-07-28
2023-03-31	$668,841	9,650	-36.3%	Shares	Sole	2023-04-26
2022-12-31	$1,090,042	15,150	+3.8%	Shares	Sole	2023-01-30
2022-09-30	$1,037,914	14,600	+3.6%	Shares	Sole	2022-10-21
2022-06-30	$1,085,392	14,096	-2.9%	Shares	Sole	2022-07-20
2022-03-31	$1,060,468	14,521	0.0%	Shares	Sole	2022-04-29
2021-12-31	$905,384	14,521	0.0%	Shares	Sole	2022-01-24
2021-09-30	$859,207	14,521	+7.0%	Shares	Sole	2021-10-18
2021-06-30	$907,148	13,576	+30.5%	Shares	Sole	2021-07-13
2021-03-31	$656,615	10,401	-7.1%	Shares	Sole	2021-04-30
2020-12-31	$694,798	11,201	+0.9%	Shares	Sole	2021-01-28
2020-09-30	$669,279	11,101	-0.4%	Shares	Sole	2020-10-27
2020-06-30	$655,443	11,147	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.