Position in BMY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$287,408
-$4,500 QoQ
Shares Held
4,988
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,908
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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $11,410,999 across 12 Drug Manufacturers - General names. BMY ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,773 | $4,525,449 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,218 | $2,341,013 | |
| 3 | ABBV |
AbbVie Inc.
|
5,542 | $1,394,588 | |
| 4 | JNJ |
Johnson & Johnson
|
5,479 | $1,391,501 | |
| 5 | AMGN |
Amgen Inc
|
2,873 | $1,040,370 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
4,988 | $287,408 | |
| 7 | PFE |
Pfizer Inc
|
9,436 | $227,218 | |
| 8 | NVS |
Novartis AG
|
884 | $138,540 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,408 | 4,988 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $291,908 | 4,813 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $259,613 | 4,813 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $315,745 | 7,001 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $329,955 | 7,128 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $293,971 | 4,820 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $304,292 | 5,380 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $284,570 | 5,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $354,001 | 8,524 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $506,887 | 9,347 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $565,641 | 11,024 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $770,248 | 13,271 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $875,539 | 13,691 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $966,597 | 13,946 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,015,790 | 14,118 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,074,738 | 15,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,150,996 | 14,948 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,050,317 | 14,382 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $892,166 | 14,309 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $851,456 | 14,390 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $962,675 | 14,407 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $923,718 | 14,632 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $899,559 | 14,502 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $948,180 | 15,727 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $981,783 | 16,697 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $822,555 | 14,757 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||