OneDigital Investment Advisors LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1690370
OVERLAND PARK, KS
Position in BMY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,925,756
-$789,048 QoQ
Shares Held
102,842
-7.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#504
of 2,514 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)
Derivatives in BMY
reported options exposure · as of Jun 30, 2020CallValue
$1,000
CallShares
60,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $86,440,681 across 13 Drug Manufacturers - General names. BMY ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
82,258 | $20,891,064 | |
| 2 | ABBV |
AbbVie Inc.
|
66,679 | $16,779,103 | |
| 3 | LLY |
ELI LILLY & Co
|
13,436 | $16,115,542 | |
| 4 | MRK |
Merck & Co., Inc.
|
57,459 | $7,383,481 | |
| 5 | PFE |
Pfizer Inc
|
258,994 | $6,236,575 | |
| 6 | AMGN |
Amgen Inc
|
16,412 | $5,943,113 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
102,842 | $5,925,756 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
20,266 | $2,560,406 |
All Filings in BMY
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,925,756 | 102,842 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,714,804 | 110,714 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,082,975 | 112,773 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,424,348 | 31,582 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,574,970 | 34,024 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,517,972 | 41,285 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,458,946 | 43,475 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,481,709 | 47,965 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,063,874 | 49,696 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,989,210 | 36,681 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,323,778 | 45,289 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,649,700 | 45,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,849,420 | 44,557 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,517,413 | 50,749 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,296,749 | 45,820 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,832,012 | 39,837 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,357,893 | 43,609 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,434,820 | 33,340 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,205,631 | 35,375 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,542,561 | 26,070 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,740,527 | 26,048 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,623,324 | 25,714 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,459,193 | 23,524 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,343,743 | 22,288 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,433,779 | 24,384 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $1,000 | 60,000 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $1,330,625 | 23,872 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $1,000 | 60,000 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||