Position in BMY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$131,027
-$6,587 QoQ
Shares Held
2,274
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,210
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)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $5,862,596 across 10 Drug Manufacturers - General names. BMY ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,191 | $1,428,521 | |
| 2 | JNJ |
Johnson & Johnson
|
4,524 | $1,148,960 | |
| 3 | AMGN |
Amgen Inc
|
2,998 | $1,085,635 | |
| 4 | ABBV |
AbbVie Inc.
|
4,023 | $1,012,347 | |
| 5 | MRK |
Merck & Co., Inc.
|
4,345 | $558,332 | |
| 6 | PFE |
Pfizer Inc
|
11,663 | $280,845 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,319 | $166,642 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
2,274 | $131,027 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,027 | 2,274 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $137,614 | 2,269 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $121,311 | 2,249 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $114,508 | 2,539 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $135,861 | 2,935 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $193,033 | 3,165 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $150,393 | 2,659 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $126,814 | 2,451 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $227,044 | 5,467 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $292,570 | 5,395 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $432,799 | 8,435 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $459,444 | 7,916 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $472,782 | 7,393 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $489,883 | 7,068 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $537,322 | 7,468 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $500,971 | 7,047 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $63,910 | 830 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $58,789 | 805 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $48,882 | 784 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $42,543 | 719 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $48,043 | 719 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $45,390 | 719 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $44,599 | 719 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $43,288 | 718 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $42,159 | 717 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,909 | 716 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||