Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$843,383
+$31,219 QoQ
Shares Held
14,637
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,266
of 2,514 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, 2026BSW Wealth Partners holds $16,171,442 across 12 Drug Manufacturers - General names. BMY ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,390 | $4,066,068 | |
| 2 | ABBV |
AbbVie Inc.
|
10,424 | $2,623,095 | |
| 3 | MRK |
Merck & Co., Inc.
|
17,580 | $2,259,030 | |
| 4 | PFE |
Pfizer Inc
|
66,011 | $1,589,544 | |
| 5 | JNJ |
Johnson & Johnson
|
5,260 | $1,335,882 | |
| 6 | AMGN |
Amgen Inc
|
2,598 | $940,787 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
14,637 | $843,383 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,275 | $792,783 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,383 | 14,637 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $812,164 | 13,391 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $589,995 | 10,938 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $509,043 | 11,287 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $333,750 | 7,210 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $508,656 | 8,340 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $539,582 | 9,540 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $423,181 | 8,179 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $369,284 | 8,892 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $447,451 | 8,251 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $456,607 | 8,899 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $435,358 | 7,501 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $552,655 | 8,642 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $613,462 | 8,851 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $612,798 | 8,517 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $542,416 | 7,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $587,202 | 7,626 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $547,505 | 7,497 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $442,622 | 7,099 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $340,109 | 5,748 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $622,896 | 9,322 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $603,396 | 9,558 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $674,948 | 10,881 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $373,978 | 6,203 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $492,038 | 8,368 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $442,241 | 7,934 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||