Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$262,631
-$14,478 QoQ
Shares Held
4,558
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,955
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)
Derivatives in BMY
reported options exposure · as of Mar 31, 2025CallValue
$30,495
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026TCI Wealth Advisors, Inc. holds $24,505,177 across 8 Drug Manufacturers - General names. BMY ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
38,577 | $9,797,400 | |
| 2 | LLY |
ELI LILLY & Co
|
6,824 | $8,184,911 | |
| 3 | ABBV |
AbbVie Inc.
|
15,431 | $3,883,056 | |
| 4 | MRK |
Merck & Co., Inc.
|
9,242 | $1,187,597 | |
| 5 | AMGN |
Amgen Inc
|
1,691 | $612,344 | |
| 6 | PFE |
Pfizer Inc
|
15,257 | $367,388 | |
| 7 | BMY |
Bristol Myers Squibb Co
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|
4,558 | $262,631 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,661 | $209,850 |
All Filings in BMY
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,631 | 4,558 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $277,109 | 4,569 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $257,239 | 4,769 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $213,097 | 4,725 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $247,327 | 5,343 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $30,495 | 500 | Call | Sole | 2025-04-21 | |
| 2025-03-31 | $362,280 | 5,940 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $314,812 | 5,566 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $281,672 | 5,444 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $279,330 | 6,726 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $373,210 | 6,882 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $332,488 | 6,480 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $384,398 | 6,623 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $440,615 | 6,890 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $541,311 | 7,810 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $575,600 | 8,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $518,175 | 7,289 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $516,285 | 6,705 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $476,739 | 6,528 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $399,725 | 6,411 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $420,639 | 7,109 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $575,052 | 8,606 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $537,930 | 8,521 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $509,824 | 8,219 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,244,144 | 20,636 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,213,338 | 20,635 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,149,526 | 20,623 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||