Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,025
+$5,310 QoQ
Shares Held
1,250
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,286
of 2,514 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, 2026Heritage Wealth Advisors holds $69,262,222 across 12 Drug Manufacturers - General names. BMY ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
244,804 | $62,172,871 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,619 | $2,392,541 | |
| 3 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 4 | LLY |
ELI LILLY & Co
|
1,021 | $1,224,618 | |
| 5 | AMGN |
Amgen Inc
|
1,607 | $581,926 | |
| 6 | BIIB |
Biogen Inc.
|
2,009 | $434,064 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,808 | $228,422 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
1,250 | $72,025 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,025 | 1,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,715 | 1,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,546 | 900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,590 | 900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,661 | 900 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $54,891 | 900 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $50,904 | 900 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $46,566 | 900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $85,967 | 2,070 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $134,381 | 2,478 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $188,102 | 3,666 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $138,077 | 2,379 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $165,118 | 2,582 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $181,384 | 2,617 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $203,978 | 2,835 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $151,777 | 2,135 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $161,854 | 2,102 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $158,182 | 2,166 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $241,045 | 3,866 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $228,751 | 3,866 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $362,498 | 5,425 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $352,896 | 5,590 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $382,352 | 6,164 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $77,352 | 1,283 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $116,600 | 1,983 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $128,369 | 2,303 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||