MONETA GROUP INVESTMENT ADVISORS LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1120927
ST LOUIS, MO
Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,787,775
-$64,961 QoQ
Shares Held
31,027
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#887
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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $68,623,451 across 12 Drug Manufacturers - General names. BMY ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,437 | $18,515,602 | |
| 2 | JNJ |
Johnson & Johnson
|
69,174 | $17,568,120 | |
| 3 | ABBV |
AbbVie Inc.
|
43,329 | $10,903,309 | |
| 4 | MRK |
Merck & Co., Inc.
|
61,354 | $7,883,989 | |
| 5 | AMGN |
Amgen Inc
|
14,486 | $5,245,670 | |
| 6 | PFE |
Pfizer Inc
|
154,501 | $3,720,384 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
31,027 | $1,787,775 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
10,109 | $1,277,171 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,787,775 | 31,027 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,852,736 | 30,548 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,648,082 | 30,554 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,644,030 | 36,453 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,007,551 | 43,369 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,758,943 | 45,236 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,417,883 | 42,749 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,982,366 | 38,314 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,541,635 | 37,121 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,683,624 | 31,046 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $925,375 | 18,035 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,201,311 | 20,698 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,589,605 | 24,857 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,675,707 | 24,177 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,127,528 | 15,671 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,334,999 | 18,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,475,012 | 19,156 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,236,982 | 16,938 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,060,012 | 17,001 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,134,998 | 19,182 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,368,005 | 20,473 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,187,980 | 18,818 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $582,027 | 9,383 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $487,987 | 8,094 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $656,972 | 11,173 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $226,025 | 4,055 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||