Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$467,586
+$50,678 QoQ
Shares Held
8,115
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,583
of 2,506 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IMA Advisory Services, Inc. holds $10,353,187 across 15 Drug Manufacturers - General names. BMY ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
11,097 | $2,792,449 | |
| 2 | JNJ |
Johnson & Johnson
|
10,737 | $2,726,875 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,561 | $2,642,088 | |
| 4 | LLY |
ELI LILLY & Co
|
579 | $694,470 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
8,115 | $467,586 | |
| 6 | PFE |
Pfizer Inc
|
15,178 | $365,486 | |
| 7 | AZN |
Astrazeneca PLC
|
1,743 | $330,507 | |
| 8 | NVS |
Novartis AG
|
743 | $116,442 |
All Filings in BMY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,586 | 8,115 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $416,908 | 6,874 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $370,082 | 6,861 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $85,239 | 1,890 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $71,286 | 1,540 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $93,009 | 1,525 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $56,448 | 1,091 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $335,587 | 5,782 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $369,758 | 5,782 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $386,749 | 5,580 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $416,014 | 5,782 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $411,042 | 5,782 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $445,214 | 5,782 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $385,744 | 5,282 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $329,332 | 5,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,535 | 5,282 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $352,943 | 5,282 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $333,452 | 5,282 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $327,642 | 5,282 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $319,476 | 5,299 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $310,581 | 5,282 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $294,418 | 5,282 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||