Forvis Mazars Wealth Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1352864
Springfield, MO
Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,442,286
-$77,178 QoQ
Shares Held
25,031
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#970
of 2,506 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, 2026Forvis Mazars Wealth Advisors, LLC holds $83,206,945 across 10 Drug Manufacturers - General names. BMY ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,430 | $50,891,819 | |
| 2 | JNJ |
Johnson & Johnson
|
56,938 | $14,460,543 | |
| 3 | ABBV |
AbbVie Inc.
|
28,316 | $7,125,438 | |
| 4 | MRK |
Merck & Co., Inc.
|
49,526 | $6,364,091 | |
| 5 | BMY |
Bristol Myers Squibb Co
This page
|
25,031 | $1,442,286 | |
| 6 | PFE |
Pfizer Inc
|
44,567 | $1,073,173 | |
| 7 | AMGN |
Amgen Inc
|
2,240 | $811,148 | |
| 8 | AZN |
Astrazeneca PLC
|
2,202 | $417,543 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,286 | 25,031 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,519,464 | 25,053 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,348,122 | 24,993 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,154,379 | 25,596 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,203,540 | 26,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,598,486 | 26,209 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,432,891 | 25,334 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,361,331 | 26,311 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,091,782 | 26,289 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,400,435 | 25,824 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,389,731 | 27,085 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,640,036 | 28,257 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,650,613 | 25,811 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,002,430 | 14,463 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,061,622 | 14,755 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,080,639 | 15,201 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,139,677 | 14,801 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $848,535 | 11,619 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $727,188 | 11,663 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $625,663 | 10,574 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $736,757 | 11,026 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $903,327 | 14,309 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,698,877 | 27,388 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,134,054 | 18,810 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,042,700 | 17,733 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,142,614 | 20,499 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||