Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,056,174
-$243,494 QoQ
Shares Held
18,330
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,133
of 2,506 holders
Holding Since
Mar 2020
26 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, 2026EADS & HEALD WEALTH MANAGEMENT holds $8,527,198 across 7 Drug Manufacturers - General names. BMY ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
7,028 | $2,544,979 | |
| 2 | JNJ |
Johnson & Johnson
|
8,955 | $2,274,301 | |
| 3 | LLY |
ELI LILLY & Co
|
1,461 | $1,752,367 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
18,330 | $1,056,174 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,532 | $446,232 | |
| 6 | BIIB |
Biogen Inc.
|
1,081 | $233,560 | |
| 7 | PFE |
Pfizer Inc
|
9,119 | $219,585 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,174 | 18,330 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,299,668 | 21,429 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,077,829 | 19,982 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $878,502 | 19,479 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,002,595 | 21,659 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,169,605 | 19,177 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,092,908 | 19,323 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $973,643 | 18,818 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $712,156 | 17,148 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,113,396 | 20,531 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,246,114 | 24,286 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,545,721 | 26,632 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,735,794 | 27,143 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,010,059 | 29,001 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,105,257 | 29,260 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,851,610 | 26,046 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,988,602 | 25,826 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,866,938 | 25,564 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,565,296 | 25,105 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,478,066 | 24,980 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,610,027 | 24,095 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,496,875 | 23,711 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,464,776 | 23,614 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $826,334 | 13,706 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $828,550 | 14,091 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $775,343 | 13,910 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||