Position in BMY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$325,841
-$23,563 QoQ
Shares Held
5,655
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,823
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wealth Architects, LLC holds $10,190,838 across 8 Drug Manufacturers - General names. BMY ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,001 | $3,599,489 | |
| 2 | JNJ |
Johnson & Johnson
|
8,211 | $2,085,347 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,630 | $1,751,455 | |
| 4 | ABBV |
AbbVie Inc.
|
4,832 | $1,215,924 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
4,000 | $505,360 | |
| 6 | AMGN |
Amgen Inc
|
1,389 | $502,984 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
5,655 | $325,841 | |
| 8 | GSK |
GSK plc
|
3,900 | $204,438 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,841 | 5,655 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $349,404 | 5,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,793 | 5,836 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,872 | 5,873 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,933 | 6,177 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $367,830 | 6,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $337,380 | 5,965 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $293,003 | 5,663 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $245,774 | 5,918 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $345,824 | 6,377 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $336,850 | 6,565 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $480,977 | 8,287 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $512,367 | 8,012 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $529,944 | 7,646 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $533,365 | 7,413 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $525,639 | 7,394 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $637,175 | 8,275 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $586,430 | 8,030 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $523,989 | 8,404 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $534,364 | 9,031 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $577,124 | 8,637 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $506,744 | 8,027 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $483,275 | 7,791 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $450,728 | 7,476 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $435,825 | 7,412 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $413,367 | 7,416 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||