Position in BMY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,255,814
+$1,476,211 QoQ
Shares Held
542,448
+10.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#222
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, 2026AE Wealth Management LLC holds $495,400,304 across 15 Drug Manufacturers - General names. BMY ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
563,184 | $143,031,799 | |
| 2 | ABBV |
AbbVie Inc.
|
354,989 | $89,329,385 | |
| 3 | LLY |
ELI LILLY & Co
|
64,033 | $76,803,065 | |
| 4 | AMGN |
Amgen Inc
|
177,770 | $64,374,032 | |
| 5 | PFE |
Pfizer Inc
|
1,883,141 | $45,345,994 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
542,448 | $31,255,814 | |
| 7 | MRK |
Merck & Co., Inc.
|
205,251 | $26,374,734 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
79,370 | $10,027,572 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,255,814 | 542,448 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $29,779,603 | 491,008 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $21,627,324 | 400,952 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $13,738,471 | 304,623 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $11,725,465 | 253,305 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,163,160 | 68,260 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,478,763 | 61,506 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,013,429 | 58,242 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,518,579 | 108,803 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,036,276 | 92,869 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,821,951 | 308,360 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,890,974 | 256,564 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,405,646 | 209,627 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,047,053 | 188,242 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,919,590 | 193,462 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,405,890 | 202,643 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $18,040,176 | 234,288 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,077,846 | 233,847 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $14,212,869 | 227,953 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $10,981,301 | 185,589 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,153,288 | 181,881 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,672,379 | 169,054 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,784,783 | 173,864 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,563,260 | 158,621 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,188,040 | 173,266 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,098,314 | 91,466 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||