Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,583,314
-$346,191 QoQ
Shares Held
114,254
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#478
of 2,506 holders
Holding Since
Mar 2020
15 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, 2026Phoenix Financial Ltd. holds $174,300,668 across 10 Drug Manufacturers - General names. BMY ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,019 | $116,367,508 | |
| 2 | ABBV |
AbbVie Inc.
|
47,441 | $11,938,053 | |
| 3 | JNJ |
Johnson & Johnson
|
46,830 | $11,893,414 | |
| 4 | NVO |
Novo Nordisk A S
|
158,343 | $7,590,962 | |
| 5 | MRK |
Merck & Co., Inc.
|
52,551 | $6,752,803 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
114,254 | $6,583,314 | |
| 7 | PFE |
Pfizer Inc
|
253,976 | $6,115,741 | |
| 8 | AZN |
Astrazeneca PLC
|
19,365 | $3,671,991 |
All Filings in BMY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,583,314 | 114,254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,929,505 | 114,254 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,162,860 | 114,254 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,787,544 | 106,154 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,339,033 | 50,530 | Shares | Defined | 2025-07-30 | |
| 2024-06-30 | $487,561 | 11,740 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,931,782 | 54,062 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $246,288 | 4,800 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,358,136 | 23,400 | Shares | Defined | 2023-12-04 | |
| 2023-06-30 | $2,685,900 | 42,000 | Shares | Defined | 2023-08-07 | |
| 2022-03-31 | $1,386,620 | 18,987 | Shares | Sole | 2022-05-10 | |
| 2020-12-31 | $1,408,763 | 22,711 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,219,757 | 103,164 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $9,096,124 | 154,696 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,231,160 | 40,028 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||