Position in BMY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$479,686
-$25,164 QoQ
Shares Held
8,325
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,567
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $31,900,311 across 10 Drug Manufacturers - General names. BMY ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZN |
Astrazeneca PLC
|
64,777 | $12,283,014 | |
| 2 | JNJ |
Johnson & Johnson
|
25,121 | $6,379,980 | |
| 3 | NVO |
Novo Nordisk A S
|
78,134 | $3,745,743 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,351 | $3,000,603 | |
| 5 | LLY |
ELI LILLY & Co
|
2,492 | $2,988,979 | |
| 6 | ABBV |
AbbVie Inc.
|
6,807 | $1,712,913 | |
| 7 | AMGN |
Amgen Inc
|
2,533 | $917,249 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
8,325 | $479,686 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,686 | 8,325 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $504,850 | 8,324 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $461,942 | 8,564 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $386,236 | 8,564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $361,478 | 7,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $534,516 | 8,764 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $498,180 | 8,808 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $442,118 | 8,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $362,141 | 8,720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,229,942 | 114,880 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,856,215 | 114,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,006,995 | 120,727 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,644,710 | 119,542 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,350,815 | 120,485 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,285,441 | 101,257 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,200,421 | 101,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,717,481 | 74,253 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,672,239 | 91,363 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,703,029 | 91,468 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,441,864 | 91,970 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,092,953 | 76,219 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,862,903 | 77,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,143,107 | 66,792 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,800,561 | 63,038 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,833,289 | 65,192 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,636,366 | 65,238 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||