Transamerica Financial Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1502149
CEDAR RAPIDS, IA
Position in BMY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,520,591
-$35,627 QoQ
Shares Held
26,390
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#949
of 2,505 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $18,529,171 across 15 Drug Manufacturers - General names. BMY ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,030 | $6,033,133 | |
| 2 | MRK |
Merck & Co., Inc.
|
16,868 | $2,167,538 | |
| 3 | ABBV |
AbbVie Inc.
|
8,498 | $2,138,436 | |
| 4 | JNJ |
Johnson & Johnson
|
7,490 | $1,902,235 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
14,368 | $1,815,253 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
26,390 | $1,520,591 | |
| 7 | SNY |
Sanofi
|
14,570 | $621,556 | |
| 8 | AZN |
Astrazeneca PLC
|
3,264 | $618,919 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,591 | 26,390 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,556,218 | 25,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,414,198 | 26,218 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,243,993 | 27,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,194,744 | 25,810 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,467,724 | 24,065 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,347,485 | 23,824 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,365,315 | 26,388 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,008,182 | 24,276 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,316,487 | 24,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,512,259 | 29,473 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,619,403 | 45,131 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,133,997 | 49,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,407,210 | 49,159 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,980,240 | 41,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,648,955 | 37,262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,837,527 | 36,851 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $730 | 10 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $810 | 13 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $650 | 11 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,002 | 15 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,515 | 24 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,488 | 24 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,868 | 31 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,167,180 | 19,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $167 | 3 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||