Position in BMY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,070,464
+$440,493 QoQ
Shares Held
18,578
+78.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,126
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, 2026ASPIRIANT, LLC holds $17,403,489 across 11 Drug Manufacturers - General names. BMY ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,981 | $5,074,574 | |
| 2 | ABBV |
AbbVie Inc.
|
10,553 | $2,655,556 | |
| 3 | LLY |
ELI LILLY & Co
|
1,913 | $2,294,509 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,559 | $2,256,331 | |
| 5 | AMGN |
Amgen Inc
|
4,009 | $1,451,739 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
18,578 | $1,070,464 | |
| 7 | PFE |
Pfizer Inc
|
37,300 | $898,184 | |
| 8 | NVS |
Novartis AG
|
4,290 | $672,328 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,464 | 18,578 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $629,971 | 10,387 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $515,234 | 9,552 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $279,755 | 6,203 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $354,257 | 7,653 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $471,391 | 7,729 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $428,272 | 7,572 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $418,680 | 8,092 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $281,947 | 6,789 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $494,469 | 9,118 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $431,824 | 8,416 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $439,188 | 7,567 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $871,062 | 13,621 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $995,083 | 14,357 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,036,583 | 14,407 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $925,520 | 13,019 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $993,916 | 12,908 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $744,979 | 10,201 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $753,312 | 12,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $453,123 | 7,658 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $520,060 | 7,783 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $486,984 | 7,714 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $423,292 | 6,824 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $388,991 | 6,452 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $377,672 | 6,423 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $379,979 | 6,817 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||