Sowell Financial Services LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BMY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,930,836
-$217,260 QoQ
Shares Held
68,220
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#614
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, 2026Sowell Financial Services LLC holds $62,788,240 across 14 Drug Manufacturers - General names. BMY ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
57,238 | $14,536,734 | |
| 2 | ABBV |
AbbVie Inc.
|
44,316 | $11,151,678 | |
| 3 | MRK |
Merck & Co., Inc.
|
75,015 | $9,639,427 | |
| 4 | LLY |
ELI LILLY & Co
|
7,621 | $9,140,856 | |
| 5 | PFE |
Pfizer Inc
|
185,807 | $4,474,232 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
68,220 | $3,930,836 | |
| 7 | AMGN |
Amgen Inc
|
10,762 | $3,897,135 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
15,103 | $1,908,113 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,930,836 | 68,220 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,148,096 | 68,394 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,565,703 | 66,105 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,566,190 | 56,900 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,609,274 | 56,368 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,375,186 | 55,340 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,213,908 | 56,823 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,057,834 | 59,100 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,530,007 | 60,920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,158,138 | 58,236 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,742,827 | 53,456 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,794,277 | 48,144 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,691,527 | 42,088 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,721,175 | 24,833 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,471,083 | 48,243 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,153,955 | 30,299 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,331,328 | 43,264 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,911,341 | 26,172 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,536,056 | 88,790 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,065,780 | 85,614 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,586,887 | 83,611 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,852,214 | 92,701 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,013,760 | 80,828 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,052,302 | 83,800 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,004,103 | 68,097 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,415,461 | 25,394 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||