LPL Financial LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1403438 FORT MILL, SC

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Position in BMY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$188,151,253

-$6,703,186 QoQ

Shares Held

3,265,381

+1.6% QoQ

Ownership

0.160%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#72

of 2,506 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Common Shares in BMY Over Time

Shares Held

Position Value (USD)

Derivatives in BMY

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$491,265

PutShares

8,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

LPL Financial LLC holds $5,886,151,720 across 17 Drug Manufacturers - General names. BMY ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,274,807	$1,529,041,887
2	JNJ	Johnson & Johnson	5,055,143	$1,283,854,667
3	ABBV	AbbVie Inc.	4,096,323	$1,030,798,719
4	MRK	Merck & Co., Inc.	3,836,733	$493,020,190
5	AMGN	Amgen Inc	1,188,164	$430,257,947
6	PFE	Pfizer Inc	13,919,821	$335,189,289
7	BMY	Bristol Myers Squibb Co This page	3,265,381	$188,151,253
8	GILD	Gilead Sciences, Inc.	969,813	$122,526,174

All Filings in BMY

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$188,151,253	3,265,381	+1.6%	Shares	Sole	2026-08-07
2026-03-31	$491,265	8,100	-43.0%	Put	Sole	2026-05-06
2026-03-31	$194,854,439	3,212,769	+12.6%	Shares	Sole	2026-05-06
2025-12-31	$765,948	14,200	+67.1%	Put	Sole	2026-02-11
2025-12-31	$153,918,167	2,853,507	+4.9%	Shares	Sole	2026-02-11
2025-09-30	$122,627,351	2,719,010	+7.9%	Shares	Sole	2025-11-12
2025-06-30	$116,605,667	2,519,025	-22.9%	Shares	Sole	2025-08-12
2025-06-30	$393,465	8,500	-22.7%	Put	Sole	2025-08-12
2025-03-31	$670,890	11,000	-46.9%	Put	Sole	2025-05-07
2025-03-31	$199,349,108	3,268,554	-3.6%	Shares	Sole	2025-05-07
2024-12-31	$191,817,979	3,391,407	+11.3%	Shares	Sole	2025-02-11
2024-12-31	$1,170,792	20,700	-68.3%	Put	Sole	2025-02-11
2024-09-30	$3,388,970	65,500	-8.4%	Call	Sole	2024-11-08
2024-09-30	$3,373,448	65,200	-31.5%	Put	Sole	2024-11-08
2024-09-30	$157,662,438	3,047,206	+2.7%	Shares	Sole	2024-11-08
2024-06-30	$3,953,656	95,200	+40068.8%	Put	Sole	2024-08-07
2024-06-30	$2,969,395	71,500	+29083.7%	Call	Sole	2024-08-07
2024-06-30	$123,209,999	2,966,771	+21.7%	Shares	Sole	2024-08-07
2024-03-31	$13,286	245	—	Call	Sole	2024-05-10
2024-03-31	$132,193,651	2,437,648	+28.0%	Shares	Sole	2024-05-10
2024-03-31	$12,852	237	-98.5%	Put	Sole	2024-05-10
2023-12-31	$97,723,897	1,904,578	-6.0%	Shares	Sole	2024-02-14
2023-09-30	$117,592,058	2,026,052	+3.7%	Shares	Sole	2023-11-13
2023-06-30	$124,901,064	1,953,105	+7.2%	Shares	Sole	2023-07-31
2023-06-30	$991,225	15,500	—	Put	Sole	2023-07-31
2023-03-31	$126,269,789	1,821,812	+14.0%	Shares	Sole	2023-05-10
2022-12-31	$114,960,342	1,597,781	-3.9%	Shares	Sole	2023-02-07
2022-09-30	$118,138,783	1,661,820	-1.8%	Shares	Sole	2022-11-14
2022-06-30	$130,289,544	1,692,072	+4.1%	Shares	Sole	2022-08-12
2022-03-31	$118,676,452	1,625,037	+12.2%	Shares	Sole	2022-05-16
2021-12-31	$90,342,843	1,448,963	+13.1%	Shares	Sole	2022-02-14
2021-09-30	$75,814,639	1,281,302	+4.7%	Shares	Sole	2021-11-15
2021-06-30	$81,806,723	1,224,285	+5.6%	Shares	Sole	2021-08-13
2021-03-31	$73,221,835	1,159,858	+4.8%	Shares	Sole	2021-05-14
2020-12-31	$68,667,210	1,107,000	+9.5%	Shares	Sole	2021-02-12
2020-09-30	$60,964,584	1,011,189	+11.0%	Shares	Sole	2020-11-09
2020-06-30	$53,569,798	911,051	+17.0%	Shares	Sole	2020-08-13
2020-03-31	$43,412,095	778,832	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.