Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$942,202
-$87,331 QoQ
Shares Held
16,352
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,199
of 2,514 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 15%
None 85%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Regal Investment Advisors LLC holds $56,143,765 across 10 Drug Manufacturers - General names. BMY ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
69,318 | $17,443,181 | |
| 2 | JNJ |
Johnson & Johnson
|
65,349 | $16,596,685 | |
| 3 | PFE |
Pfizer Inc
|
378,806 | $9,121,648 | |
| 4 | LLY |
ELI LILLY & Co
|
4,324 | $5,186,335 | |
| 5 | MRK |
Merck & Co., Inc.
|
26,367 | $3,388,159 | |
| 6 | AMGN |
Amgen Inc
|
4,280 | $1,549,873 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
16,352 | $942,202 | |
| 8 | NVS |
Novartis AG
|
5,361 | $840,175 |
All Filings in BMY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,202 | 16,352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,029,533 | 16,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $662,059 | 12,274 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $274,298 | 6,082 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $275,703 | 5,956 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $377,223 | 6,185 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $351,350 | 6,212 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $651,820 | 12,598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,494,083 | 35,976 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,396,910 | 25,759 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $344,546 | 6,715 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $559,911 | 9,647 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $635,599 | 9,939 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $688,456 | 9,933 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,956,968 | 27,199 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,973,529 | 27,761 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,160,466 | 28,058 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,285,692 | 31,298 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,405,213 | 38,576 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,989,413 | 33,622 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,734,246 | 25,954 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $2,085,882 | 33,627 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||