Position in BMY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$337,307
-$39,996 QoQ
Shares Held
5,854
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,796
of 2,506 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, 2026Gradient Investments LLC holds $135,016,826 across 9 Drug Manufacturers - General names. BMY ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
152,831 | $38,814,489 | |
| 2 | LLY |
ELI LILLY & Co
|
27,342 | $32,794,817 | |
| 3 | AZN |
Astrazeneca PLC
|
108,133 | $20,504,179 | |
| 4 | ABBV |
AbbVie Inc.
|
77,648 | $19,539,342 | |
| 5 | AMGN |
Amgen Inc
|
45,254 | $16,387,378 | |
| 6 | NVS |
Novartis AG
|
37,294 | $5,844,715 | |
| 7 | MRK |
Merck & Co., Inc.
|
3,723 | $478,405 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
5,854 | $337,307 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,307 | 5,854 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $377,303 | 6,221 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $336,369 | 6,236 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $288,053 | 6,387 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $249,132 | 5,382 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $332,761 | 5,456 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $319,281 | 5,645 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $306,352 | 5,921 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $223,971 | 5,393 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $268,113 | 4,944 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $537,728 | 10,480 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9,113,208 | 157,016 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $23,762,988 | 371,587 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $22,576,415 | 325,731 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $19,574,141 | 272,052 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $18,710,461 | 263,194 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $18,610,130 | 241,690 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $21,072,806 | 288,550 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $20,817,293 | 333,878 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $18,843,514 | 318,464 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $16,824,140 | 251,783 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $15,413,757 | 244,159 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $13,159,478 | 212,147 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $12,930,336 | 214,469 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $11,472,526 | 195,111 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $11,354,516 | 203,705 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||