Convergence Investment Partners, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1456133
PALM BEACH GARDENS, FL
Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,806,578
+$1,534,889 QoQ
Shares Held
170,194
+24.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#394
of 2,506 holders
Holding Since
Mar 2020
25 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, 2026Convergence Investment Partners, LLC holds $41,023,211 across 9 Drug Manufacturers - General names. BMY ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
This page
|
170,194 | $9,806,578 | |
| 2 | MRK |
Merck & Co., Inc.
|
68,437 | $8,794,154 | |
| 3 | JNJ |
Johnson & Johnson
|
29,971 | $7,611,734 | |
| 4 | BIIB |
Biogen Inc.
|
23,321 | $5,038,735 | |
| 5 | ABBV |
AbbVie Inc.
|
19,281 | $4,851,870 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
29,203 | $3,689,507 | |
| 7 | LLY |
ELI LILLY & Co
|
592 | $710,062 | |
| 8 | AMGN |
Amgen Inc
|
770 | $278,832 |
All Filings in BMY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,806,578 | 170,194 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,271,689 | 136,384 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,045,163 | 112,072 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,571,336 | 101,360 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,530,445 | 76,268 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,653,658 | 76,302 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,118,284 | 90,493 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,325,722 | 83,605 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $900,977 | 16,614 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $523,259 | 10,198 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $529,789 | 9,128 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $517,867 | 8,098 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $604,521 | 8,722 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $634,958 | 8,825 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $705,212 | 9,920 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $788,865 | 10,245 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $626,159 | 8,574 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $354,646 | 5,688 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $353,126 | 5,968 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $335,102 | 5,015 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $335,030 | 5,307 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $330,433 | 5,327 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $321,707 | 5,336 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,279,899 | 21,767 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,102,481 | 19,779 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||