Position in BMY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,309,767
-$46,668 QoQ
Shares Held
387,188
+5.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#263
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, 2026Merit Financial Group, LLC holds $230,161,066 across 16 Drug Manufacturers - General names. BMY ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,883 | $55,033,445 | |
| 2 | JNJ |
Johnson & Johnson
|
209,661 | $53,247,600 | |
| 3 | ABBV |
AbbVie Inc.
|
108,652 | $27,341,184 | |
| 4 | MRK |
Merck & Co., Inc.
|
209,288 | $26,893,505 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
387,188 | $22,309,767 | |
| 6 | AMGN |
Amgen Inc
|
31,151 | $11,280,394 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
57,490 | $7,263,282 | |
| 8 | PFE |
Pfizer Inc
|
272,103 | $6,552,236 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,309,767 | 387,188 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $22,356,435 | 368,614 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $8,366,630 | 155,110 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,375,551 | 52,673 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,918,026 | 41,435 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,147,144 | 51,601 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,400,123 | 42,435 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,637,001 | 31,639 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $826,530 | 19,902 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,115,620 | 39,012 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,027,431 | 20,024 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,640,645 | 45,497 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,970,221 | 46,446 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,235,945 | 46,688 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,792,484 | 52,710 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,162,913 | 30,425 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,245,165 | 42,145 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $485,795 | 6,652 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $962,309 | 15,434 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $917,726 | 15,510 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,030,498 | 15,422 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,049,978 | 16,632 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $435,140 | 7,015 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $368,793 | 6,117 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $390,020 | 6,633 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $310,025 | 5,562 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||