Position in BMY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,739,403
-$935,427 QoQ
Shares Held
134,318
-6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#437
of 2,506 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $223,621,682 across 14 Drug Manufacturers - General names. BMY ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
53,662 | $64,363,817 | |
| 2 | JNJ |
Johnson & Johnson
|
201,691 | $51,223,462 | |
| 3 | ABBV |
AbbVie Inc.
|
142,030 | $35,740,429 | |
| 4 | MRK |
Merck & Co., Inc.
|
201,987 | $25,955,329 | |
| 5 | AMGN |
Amgen Inc
|
42,764 | $15,485,699 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
74,929 | $9,466,529 | |
| 7 | PFE |
Pfizer Inc
|
365,411 | $8,799,096 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
134,318 | $7,739,403 |
All Filings in BMY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,739,403 | 134,318 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,674,830 | 143,031 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,554,268 | 65,893 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,772,477 | 61,474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,034,355 | 65,551 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,020,279 | 311,859 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,244,371 | 287,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,124,724 | 21,738 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $719,175 | 17,317 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $908,786 | 16,758 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $741,583 | 14,453 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,384,138 | 58,307 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,669,131 | 57,375 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,203,582 | 60,649 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,147,452 | 43,745 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,880,780 | 40,523 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,019,632 | 39,216 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $601,621 | 8,238 | Shares | Sole | 2022-05-04 | |
| 2020-06-30 | $2,807,700 | 47,750 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,437,510 | 43,730 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||