Position in BMY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$61,595
-$1,177 QoQ
Shares Held
1,069
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,300
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,887,983 across 15 Drug Manufacturers - General names. BMY ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
420 | $503,760 | |
| 2 | JNJ |
Johnson & Johnson
|
1,440 | $365,716 | |
| 3 | ABBV |
AbbVie Inc.
|
1,432 | $360,348 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,691 | $217,293 | |
| 5 | AMGN |
Amgen Inc
|
553 | $200,252 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
1,069 | $61,595 | |
| 7 | NVS |
Novartis AG
|
319 | $49,993 | |
| 8 | AZN |
Astrazeneca PLC
|
243 | $46,077 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,595 | 1,069 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $62,772 | 1,035 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $55,234 | 1,024 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $46,182 | 1,024 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $79,989 | 1,728 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $61,660 | 1,011 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $62,272 | 1,101 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $54,896 | 1,061 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $44,063 | 1,061 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $57,538 | 1,061 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $56,081 | 1,093 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $63,437 | 1,093 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $69,897 | 1,093 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $89,617 | 1,293 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $93,031 | 1,293 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $104,075 | 1,464 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $111,881 | 1,453 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $106,112 | 1,453 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $90,594 | 1,453 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $86,861 | 1,468 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $94,683 | 1,417 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $159,340 | 2,524 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $154,020 | 2,483 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $147,589 | 2,448 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $153,820 | 2,616 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $144,812 | 2,598 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||