American Trust Investment Advisors, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1291424 Lebanon, NH

Position in BMY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$222,125

-$1,855 QoQ

Shares Held

3,855

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,083

of 2,506 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

American Trust Investment Advisors, LLC holds $2,141,011 across 6 Drug Manufacturers - General names. BMY ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	772	$925,960
2	MRK	Merck & Co., Inc.	2,483	$319,065
3	JNJ	Johnson & Johnson	1,059	$268,954
4	BMY	Bristol Myers Squibb Co This page	3,855	$222,125
5	NVS	Novartis AG	1,292	$202,482
6	AMGN	Amgen Inc	559	$202,425

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,125	3,855	+4.4%	Shares	Sole	2026-08-14
2026-03-31	$223,980	3,693	-27.7%	Shares	Sole	2026-05-15
2025-06-30	$236,495	5,109	-72.8%	Shares	Sole	2025-08-14
2025-03-31	$1,146,490	18,798	+3.3%	Shares	Sole	2025-05-15
2024-12-31	$1,029,165	18,196	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$946,376	18,291	+39.5%	Shares	Sole	2024-11-14
2024-06-30	$544,707	13,116	+5.2%	Shares	Sole	2024-08-14
2024-03-31	$675,814	12,462	+6.0%	Shares	Sole	2024-05-15
2023-12-31	$603,456	11,761	+7.3%	Shares	Sole	2024-02-14
2023-09-30	$635,944	10,957	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$707,670	11,066	+4.0%	Shares	Sole	2023-08-14
2023-03-31	$737,527	10,641	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$766,987	10,660	+1.1%	Shares	Sole	2023-02-13
2022-09-30	$749,288	10,540	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$805,266	10,458	+0.4%	Shares	Sole	2022-07-14
2022-03-31	$760,826	10,418	+1.6%	Shares	Sole	2022-04-19
2021-12-31	$639,586	10,258	+20.6%	Shares	Sole	2022-02-14
2021-09-30	$503,122	8,503	+2.5%	Shares	Sole	2021-11-10
2021-06-30	$554,138	8,293	+12.3%	Shares	Sole	2021-08-10
2021-03-31	$466,088	7,383	+68.3%	Shares	Sole	2021-05-17
2020-12-31	$272,187	4,388	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.