Summit Financial Wealth Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1632283
Lafayette, LA
Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$748,483
-$42,999 QoQ
Shares Held
12,990
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,316
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, 2026Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. BMY ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
86,749 | $2,088,915 | |
| 2 | JNJ |
Johnson & Johnson
|
7,700 | $1,955,569 | |
| 3 | LLY |
ELI LILLY & Co
|
1,335 | $1,601,239 | |
| 4 | ABBV |
AbbVie Inc.
|
6,343 | $1,596,152 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,611 | $1,363,513 | |
| 6 | AMGN |
Amgen Inc
|
2,344 | $848,809 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
12,990 | $748,483 | |
| 8 | NVO |
Novo Nordisk A S
|
15,600 | $747,864 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,483 | 12,990 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $791,482 | 13,050 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $620,363 | 11,501 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $498,670 | 11,057 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $603,621 | 13,040 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $734,441 | 12,042 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $681,095 | 12,042 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $499,704 | 9,658 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $391,752 | 9,433 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $678,851 | 12,518 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $695,147 | 13,548 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $907,049 | 15,628 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,046,797 | 16,369 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,149,783 | 16,589 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,190,124 | 16,541 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,108,222 | 15,589 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,305,843 | 16,959 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,179,142 | 16,146 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,091,000 | 17,498 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,085,651 | 18,348 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,248,732 | 18,688 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,285,200 | 20,358 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,163,930 | 18,764 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,531,848 | 25,408 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,500,164 | 25,513 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,711,162 | 30,699 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||