Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,957,749
-$254,881 QoQ
Shares Held
51,332
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#702
of 2,514 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, 2026Essex Financial Services, Inc. holds $71,369,097 across 13 Drug Manufacturers - General names. BMY ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,725 | $27,257,049 | |
| 2 | JNJ |
Johnson & Johnson
|
60,120 | $15,268,676 | |
| 3 | ABBV |
AbbVie Inc.
|
35,746 | $8,995,123 | |
| 4 | MRK |
Merck & Co., Inc.
|
43,212 | $5,552,742 | |
| 5 | PFE |
Pfizer Inc
|
185,560 | $4,468,284 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
51,332 | $2,957,749 | |
| 7 | AMGN |
Amgen Inc
|
6,773 | $2,452,638 | |
| 8 | NVS |
Novartis AG
|
8,976 | $1,406,718 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,749 | 51,332 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,212,630 | 52,970 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $2,947,928 | 54,652 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,273,220 | 50,404 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,420,874 | 52,298 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,255,402 | 53,376 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $2,849,775 | 50,385 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $2,694,308 | 52,074 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $2,542,092 | 61,211 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,714,318 | 31,612 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,728,839 | 33,694 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,247,889 | 38,730 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,576,737 | 40,293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,031,965 | 43,745 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,094,209 | 43,005 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,921,656 | 41,098 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,160,619 | 41,047 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,846,198 | 38,973 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,294,854 | 36,806 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,305,026 | 38,956 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,293,396 | 34,322 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,166,747 | 34,322 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,158,519 | 34,798 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,049,920 | 34,001 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,737,128 | 29,543 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,974,533 | 35,424 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||