Position in BMY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$146,899,019
+$6,074,694 QoQ
Shares Held
2,549,445
+9.8% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#84
of 2,514 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $4,805,415,142 across 12 Drug Manufacturers - General names. BMY ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,255,719 | $1,506,147,163 | |
| 2 | JNJ |
Johnson & Johnson
|
3,383,935 | $859,417,971 | |
| 3 | ABBV |
AbbVie Inc.
|
2,684,208 | $675,454,100 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,751,479 | $610,565,050 | |
| 5 | NVS |
Novartis AG
|
1,565,796 | $245,391,548 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
1,793,779 | $226,626,038 | |
| 7 | AMGN |
Amgen Inc
|
614,341 | $222,465,162 | |
| 8 | PFE |
Pfizer Inc
|
6,346,636 | $152,826,994 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,899,019 | 2,549,445 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $140,824,325 | 2,321,918 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $125,237,838 | 2,321,799 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $106,422,560 | 2,359,702 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $112,172,380 | 2,423,253 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $151,026,365 | 2,476,248 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $138,224,382 | 2,443,854 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $127,204,652 | 2,458,536 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $97,834,131 | 2,355,746 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $132,206,557 | 2,437,886 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $124,406,430 | 2,424,604 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $158,766,039 | 2,735,459 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $182,021,204 | 2,846,305 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $226,215,917 | 3,263,828 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $238,362,866 | 3,312,896 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $217,791,750 | 3,063,606 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $233,817,430 | 3,036,590 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $221,576,670 | 3,034,050 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $183,367,983 | 2,940,946 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $190,175,041 | 3,214,045 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $224,432,543 | 3,358,763 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $217,719,271 | 3,448,745 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $226,864,799 | 3,657,340 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $221,786,170 | 3,678,656 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $223,180,221 | 3,795,582 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $204,366,918 | 3,666,432 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||