Position in BMY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,246,887
-$131,014 QoQ
Shares Held
56,350
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#670
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)
Derivatives in BMY
reported options exposure · as of Jun 30, 2026CallValue
$17,286
CallShares
300
PutValue
$0
PutShares
0
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, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. BMY ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in BMY
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,246,887 | 56,350 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $17,286 | 300 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $3,377,901 | 55,695 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $17,919 | 30,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $48,546 | 900 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $3,144,648 | 58,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,590 | 90,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $6,085,568 | 134,935 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $41,661 | 900 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $6,633,866 | 143,311 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $8,335,020 | 147,366 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,921,911 | 153,110 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $6,773,335 | 163,095 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $10,079,350 | 185,863 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,384,105 | 163,401 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $10,787,488 | 185,863 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $28,602,404 | 447,262 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,885,847 | 214,772 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $15,187,781 | 211,088 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $14,183,236 | 199,511 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $9,153,298 | 118,874 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $9,775,866 | 133,861 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $8,624,252 | 138,320 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $8,224,925 | 139,005 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $8,826,587 | 132,095 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $7,602,871 | 120,432 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,888,072 | 94,923 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $7,225,936 | 119,853 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,931,967 | 83,877 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $4,304,242 | 77,220 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||