Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,141,647
+$14,927,567 QoQ
Shares Held
349,560
+306.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#274
of 2,506 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $406,112,967 across 14 Drug Manufacturers - General names. BMY ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,676 | $117,155,534 | |
| 2 | ABBV |
AbbVie Inc.
|
322,558 | $81,168,495 | |
| 3 | JNJ |
Johnson & Johnson
|
314,877 | $79,969,311 | |
| 4 | MRK |
Merck & Co., Inc.
|
260,499 | $33,474,121 | |
| 5 | AZN |
Astrazeneca PLC
|
119,233 | $22,608,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
349,560 | $20,141,647 | |
| 7 | GSK |
GSK plc
|
290,593 | $15,232,885 | |
| 8 | AMGN |
Amgen Inc
|
41,925 | $15,181,881 |
All Filings in BMY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,141,647 | 349,560 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,214,080 | 85,970 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,099,823 | 57,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,963,157 | 43,529 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,829,519 | 39,523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,402,823 | 39,397 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,815,519 | 32,099 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $692,125 | 13,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $555,297 | 13,371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $670,282 | 12,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $566,667 | 11,044 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $608,547 | 10,485 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $601,576 | 9,407 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,331,651 | 19,213 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,470,801 | 20,442 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $696,042 | 9,791 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $343,651 | 4,463 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $334,842 | 4,585 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $334,195 | 5,360 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $271,294 | 4,585 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $302,694 | 4,530 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $269,375 | 4,267 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $225,044 | 3,628 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $187,866 | 3,195 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||