Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,343,578
+$89,400 QoQ
Shares Held
40,673
+9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#772
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, 2026Wealthspire Advisors, LLC holds $100,760,753 across 13 Drug Manufacturers - General names. BMY ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,830 | $33,380,139 | |
| 2 | JNJ |
Johnson & Johnson
|
101,693 | $25,826,971 | |
| 3 | ABBV |
AbbVie Inc.
|
67,367 | $16,952,231 | |
| 4 | MRK |
Merck & Co., Inc.
|
75,165 | $9,658,702 | |
| 5 | AMGN |
Amgen Inc
|
13,416 | $4,858,201 | |
| 6 | PFE |
Pfizer Inc
|
141,769 | $3,413,797 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
40,673 | $2,343,578 | |
| 8 | AZN |
Astrazeneca PLC
|
6,632 | $1,257,559 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,343,578 | 40,673 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,254,178 | 37,167 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,190,880 | 40,617 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,159,926 | 25,719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,692,318 | 58,162 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,607,192 | 59,144 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,622,084 | 28,679 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,475,055 | 28,509 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,130,571 | 27,223 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,555,696 | 28,687 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,816,425 | 35,401 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,708,639 | 29,439 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,570,675 | 24,561 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,877,122 | 27,083 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,265,057 | 31,481 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,980,567 | 27,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,750,749 | 22,737 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,307,529 | 17,904 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,494,591 | 23,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,313,929 | 22,206 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $404,528 | 6,054 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,543,507 | 40,290 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,959,527 | 31,590 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,296,295 | 21,501 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,051,932 | 17,890 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,029,214 | 36,405 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||