Position in BMY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,089,997
-$100,198 QoQ
Shares Held
18,917
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,120
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, 2026Modera Wealth Management, LLC holds $185,718,461 across 12 Drug Manufacturers - General names. BMY ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,597 | $54,690,414 | |
| 2 | JNJ |
Johnson & Johnson
|
204,425 | $51,917,817 | |
| 3 | AMGN |
Amgen Inc
|
95,220 | $34,481,066 | |
| 4 | ABBV |
AbbVie Inc.
|
78,277 | $19,697,624 | |
| 5 | NVO |
Novo Nordisk A S
|
305,796 | $14,659,860 | |
| 6 | MRK |
Merck & Co., Inc.
|
47,191 | $6,064,043 | |
| 7 | PFE |
Pfizer Inc
|
50,928 | $1,226,346 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
18,917 | $1,089,997 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,997 | 18,917 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,190,195 | 19,624 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,096,546 | 20,329 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $936,907 | 20,774 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,187,708 | 25,658 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,603,854 | 26,297 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,521,973 | 26,909 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,581,019 | 30,557 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,212,592 | 29,198 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,793,011 | 106,823 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,143,038 | 119,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,594,766 | 165,313 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $12,063,655 | 188,642 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $961,606 | 13,874 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,019,099 | 14,164 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $944,786 | 13,290 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,013,859 | 13,167 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $777,477 | 10,646 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $598,497 | 9,599 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $631,698 | 10,676 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $484,177 | 7,246 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $585,088 | 9,268 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $749,136 | 12,077 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $521,146 | 8,644 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $508,267 | 8,644 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $615,258 | 11,038 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||