Position in BMY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,616,509
+$51,994 QoQ
Shares Held
97,475
+6.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#518
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, 2026Independent Advisor Alliance holds $142,543,101 across 14 Drug Manufacturers - General names. BMY ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
41,149 | $49,355,348 | |
| 2 | JNJ |
Johnson & Johnson
|
100,260 | $25,463,032 | |
| 3 | ABBV |
AbbVie Inc.
|
91,394 | $22,998,385 | |
| 4 | MRK |
Merck & Co., Inc.
|
102,748 | $13,203,117 | |
| 5 | AMGN |
Amgen Inc
|
30,517 | $11,050,815 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
97,475 | $5,616,509 | |
| 7 | PFE |
Pfizer Inc
|
223,046 | $5,370,947 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
38,289 | $4,837,431 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,616,509 | 97,475 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,564,515 | 91,748 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,392,602 | 81,435 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,952,338 | 87,635 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,410,877 | 73,685 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,639,692 | 76,073 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,018,530 | 71,049 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,365,500 | 45,719 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,830,018 | 44,065 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,545,609 | 46,941 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,659,621 | 32,345 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,085,957 | 35,940 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,533,059 | 39,610 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,765,053 | 39,894 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,214,726 | 44,680 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,183,907 | 44,787 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,414,950 | 44,350 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,287,007 | 45,009 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,385,074 | 38,253 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,189,112 | 36,997 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,421,890 | 36,245 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,323,120 | 36,799 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,384,495 | 38,441 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,236,095 | 37,089 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,286,555 | 38,887 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,920,967 | 34,463 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||