Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,219,873
-$88,408 QoQ
Shares Held
21,171
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,056
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, 2026Evercore Wealth Management, LLC holds $107,333,424 across 10 Drug Manufacturers - General names. BMY ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
130,109 | $33,043,781 | |
| 2 | LLY |
ELI LILLY & Co
|
25,798 | $30,942,896 | |
| 3 | ABBV |
AbbVie Inc.
|
79,804 | $20,081,878 | |
| 4 | MRK |
Merck & Co., Inc.
|
91,089 | $11,704,936 | |
| 5 | AMGN |
Amgen Inc
|
16,770 | $6,072,752 | |
| 6 | PFE |
Pfizer Inc
|
93,409 | $2,249,288 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,443 | $1,319,368 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
21,171 | $1,219,873 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,873 | 21,171 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,308,281 | 21,571 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,202,646 | 22,296 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $954,947 | 21,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $980,005 | 21,171 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,320,738 | 21,655 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,652,003 | 29,208 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,545,732 | 29,875 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,638,939 | 39,464 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,802,335 | 51,675 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,194,714 | 62,263 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,806,959 | 65,592 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,512,695 | 70,566 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $5,050,480 | 72,868 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,391,861 | 74,939 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,054,498 | 71,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,438,741 | 70,633 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,184,253 | 70,988 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,613,151 | 73,988 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,746,971 | 80,226 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,699,411 | 85,295 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,593,191 | 88,598 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,694,167 | 91,797 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,823,109 | 96,585 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,067,630 | 103,191 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,432,307 | 97,458 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||