Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$517,312
+$176,884 QoQ
Shares Held
8,978
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,521
of 2,514 holders
Holding Since
Dec 2020
14 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, 2026Syverson Strege & Co holds $6,588,529 across 9 Drug Manufacturers - General names. BMY ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,303 | $1,600,772 | |
| 2 | ABBV |
AbbVie Inc.
|
5,870 | $1,477,126 | |
| 3 | LLY |
ELI LILLY & Co
|
932 | $1,117,868 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,483 | $576,065 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
8,978 | $517,312 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,341 | $422,101 | |
| 7 | NVS |
Novartis AG
|
1,964 | $307,798 | |
| 8 | PFE |
Pfizer Inc
|
12,702 | $305,864 |
All Filings in BMY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,312 | 8,978 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $340,428 | 5,613 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $266,409 | 4,939 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $256,122 | 5,533 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $73,607 | 1,062 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $74,971 | 1,042 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $74,075 | 1,042 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $90,475 | 1,175 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $81,063 | 1,110 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $64,968 | 1,042 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $62,069 | 1,049 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $69,626 | 1,042 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $79,291 | 1,256 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $69,597 | 1,122 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||