Position in BMY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$658,999
+$19,203 QoQ
Shares Held
11,437
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,393
of 2,506 holders
Holding Since
Mar 2020
26 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, 2026Smith Salley Wealth Management holds $107,302,312 across 8 Drug Manufacturers - General names. BMY ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
159,074 | $40,029,381 | |
| 2 | LLY |
ELI LILLY & Co
|
23,731 | $28,463,675 | |
| 3 | JNJ |
Johnson & Johnson
|
63,130 | $16,033,126 | |
| 4 | AZN |
Astrazeneca PLC
|
61,200 | $11,604,744 | |
| 5 | MRK |
Merck & Co., Inc.
|
45,198 | $5,807,943 | |
| 6 | AMGN |
Amgen Inc
|
11,307 | $4,094,490 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
11,437 | $658,999 | |
| 8 | NVS |
Novartis AG
|
3,892 | $609,954 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,999 | 11,437 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $639,796 | 10,549 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $574,568 | 10,652 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $413,386 | 9,166 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $430,311 | 9,296 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $566,963 | 9,296 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $525,781 | 9,296 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $494,893 | 9,565 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $421,238 | 10,143 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $832,267 | 15,347 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $393,599 | 7,671 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $781,566 | 13,466 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $802,507 | 12,549 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $880,166 | 12,699 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $868,651 | 12,073 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $810,638 | 11,403 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $868,945 | 11,285 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $699,261 | 9,575 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $683,293 | 10,959 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $799,327 | 13,509 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $787,406 | 11,784 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $688,116 | 10,900 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $559,757 | 9,024 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $541,464 | 8,981 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $527,729 | 8,975 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $816,590 | 14,650 | Shares | Other | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||