Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$748,887
-$100,031 QoQ
Shares Held
12,997
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,315
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $122,520,001 across 10 Drug Manufacturers - General names. BMY ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
46,347 | $55,589,986 | |
| 2 | JNJ |
Johnson & Johnson
|
91,185 | $23,158,254 | |
| 3 | NVS |
Novartis AG
|
80,147 | $12,560,637 | |
| 4 | ABBV |
AbbVie Inc.
|
45,938 | $11,559,838 | |
| 5 | AMGN |
Amgen Inc
|
25,068 | $9,077,624 | |
| 6 | MRK |
Merck & Co., Inc.
|
55,020 | $7,070,070 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
16,397 | $2,071,596 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
12,997 | $748,887 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,887 | 12,997 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $848,918 | 13,997 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $748,255 | 13,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $618,862 | 13,722 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,481,233 | 31,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,121,773 | 51,185 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,935,973 | 51,909 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,590,104 | 50,060 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,885,254 | 45,395 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,766,271 | 32,570 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,025,943 | 19,995 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,443,048 | 24,863 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,231,215 | 34,890 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,150,975 | 59,890 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,351,176 | 60,475 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,604,143 | 64,765 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,789,554 | 62,202 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,427,078 | 46,927 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,477,010 | 55,766 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,872,439 | 65,446 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,325,459 | 64,733 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,758,633 | 59,538 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,467,911 | 55,907 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,855,756 | 47,367 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,681,691 | 45,607 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,404,344 | 43,135 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||