Position in BMY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,364,339
+$155,974 QoQ
Shares Held
179,874
+6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#384
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)
Derivatives in BMY
reported options exposure · as of Jun 30, 2025CallValue
$9,258
CallShares
200
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, 2026Sequoia Financial Advisors, LLC holds $404,940,719 across 16 Drug Manufacturers - General names. BMY ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
154,543 | $185,363,525 | |
| 2 | AMGN |
Amgen Inc
|
173,024 | $62,655,450 | |
| 3 | JNJ |
Johnson & Johnson
|
203,267 | $51,623,719 | |
| 4 | MRK |
Merck & Co., Inc.
|
292,117 | $37,537,034 | |
| 5 | ABBV |
AbbVie Inc.
|
94,884 | $23,876,609 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
179,874 | $10,364,339 | |
| 7 | PFE |
Pfizer Inc
|
332,178 | $7,998,846 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
58,662 | $7,411,357 |
All Filings in BMY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,364,339 | 179,874 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,208,365 | 168,316 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,260,263 | 153,138 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,225,245 | 160,205 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,258 | 200 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $7,103,246 | 153,451 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,912,590 | 146,132 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,580,152 | 151,700 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $7,396,491 | 142,955 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,222,728 | 101,679 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,469,259 | 119,293 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,953,384 | 77,049 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,016,773 | 34,748 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,259,801 | 35,337 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,319,597 | 33,467 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,303,335 | 32,013 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,465,307 | 20,612 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,724,184 | 22,392 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,850,434 | 25,338 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,224,179 | 19,634 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $300,820 | 5,084 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,407,229 | 21,060 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,159,129 | 18,361 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,074,545 | 17,323 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $994,905 | 16,502 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $956,911 | 16,274 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,104,153 | 19,809 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||