Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,886,569
-$480,647 QoQ
Shares Held
119,517
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#468
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, 2026WealthTrust Axiom LLC holds $55,432,985 across 12 Drug Manufacturers - General names. BMY ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,745 | $10,489,016 | |
| 2 | BMY |
Bristol Myers Squibb Co
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|
119,517 | $6,886,569 | |
| 3 | PFE |
Pfizer Inc
|
281,791 | $6,785,527 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
42,122 | $5,321,693 | |
| 5 | JNJ |
Johnson & Johnson
|
20,387 | $5,177,686 | |
| 6 | MRK |
Merck & Co., Inc.
|
40,221 | $5,168,398 | |
| 7 | NVS |
Novartis AG
|
32,676 | $5,120,982 | |
| 8 | NVO |
Novo Nordisk A S
|
81,667 | $3,915,115 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,886,569 | 119,517 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,367,216 | 121,471 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,546,266 | 121,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,481,273 | 121,536 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,647,333 | 121,999 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,685,593 | 126,014 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,177,011 | 126,892 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,524,362 | 126,099 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,243,287 | 126,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,071,645 | 111,961 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,794,694 | 112,935 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,577,324 | 113,324 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,399,846 | 115,713 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,035,454 | 115,935 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $8,375,627 | 116,409 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,319,875 | 117,033 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,035,334 | 117,342 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $8,621,264 | 118,051 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,385,856 | 118,458 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,307,995 | 106,608 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $7,266,207 | 108,743 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,918,290 | 109,588 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,975,397 | 112,452 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,798,601 | 112,765 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $6,719,546 | 114,278 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $6,578,211 | 118,016 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||