Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,888,889
-$177,511 QoQ
Shares Held
67,492
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#619
of 2,506 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. BMY ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,888,889 | 67,492 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,066,400 | 67,047 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,021,119 | 74,548 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,133,457 | 69,478 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,796,795 | 60,419 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,468,928 | 56,877 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,583,698 | 63,361 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,190,081 | 61,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $394,451 | 9,498 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $614,697 | 11,335 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $471,949 | 9,198 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $475,811 | 8,198 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $546,452 | 8,545 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $682,079 | 9,841 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $709,355 | 9,859 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $722,772 | 10,167 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,146,761 | 14,893 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,195,208 | 16,366 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,125,324 | 34,087 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,099,647 | 35,485 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,859,829 | 42,799 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,995,665 | 31,612 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,079,369 | 33,522 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,298,556 | 38,125 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,278,970 | 38,758 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,006,138 | 35,991 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||