Position in BMY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$687,405
-$54,829 QoQ
Shares Held
11,930
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,368
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 Analysts, LLC holds $29,659,281 across 14 Drug Manufacturers - General names. BMY ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
72,378 | $9,300,573 | |
| 2 | JNJ |
Johnson & Johnson
|
32,347 | $8,215,167 | |
| 3 | LLY |
ELI LILLY & Co
|
5,315 | $6,374,970 | |
| 4 | ABBV |
AbbVie Inc.
|
7,055 | $1,775,319 | |
| 5 | AMGN |
Amgen Inc
|
3,021 | $1,093,963 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
6,923 | $874,651 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
11,930 | $687,405 | |
| 8 | NVS |
Novartis AG
|
4,070 | $637,849 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,405 | 11,930 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $742,234 | 12,238 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $618,421 | 11,465 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $578,542 | 12,828 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $600,334 | 12,969 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $792,503 | 12,994 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $759,317 | 13,425 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $718,306 | 13,883 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $395,821 | 9,531 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $510,303 | 9,410 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $417,663 | 8,140 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $600,190 | 10,341 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $695,455 | 10,875 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $786,044 | 11,341 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $840,591 | 11,683 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $806,870 | 11,350 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $842,842 | 10,946 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $791,790 | 10,842 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $560,713 | 8,993 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $479,276 | 8,100 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $465,266 | 6,963 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $449,485 | 7,120 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $248,120 | 4,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,953 | 4,461 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $261,836 | 4,453 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $221,287 | 3,970 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||