EverSource Wealth Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1710537
BIRMINGHAM, AL
Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,647,812
-$545,890 QoQ
Shares Held
28,598
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#919
of 2,514 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $31,026,473 across 16 Drug Manufacturers - General names. BMY ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,378 | $8,849,389 | |
| 2 | AMGN |
Amgen Inc
|
17,477 | $6,328,764 | |
| 3 | JNJ |
Johnson & Johnson
|
16,278 | $4,134,116 | |
| 4 | MRK |
Merck & Co., Inc.
|
26,464 | $3,400,620 | |
| 5 | ABBV |
AbbVie Inc.
|
11,434 | $2,877,245 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
28,598 | $1,647,812 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,499 | $694,738 | |
| 8 | NVS |
Novartis AG
|
4,064 | $636,904 |
All Filings in BMY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,647,812 | 28,598 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,193,702 | 36,170 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,556,542 | 28,857 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $408,739 | 9,063 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $343,978 | 7,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $435,406 | 7,139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $430,078 | 7,604 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $340,912 | 6,589 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $236,510 | 5,695 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $270,712 | 4,992 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $131,401 | 2,561 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $267,852 | 4,615 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $238,787 | 3,734 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $323,952 | 4,674 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $414,070 | 5,755 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $293,811 | 4,133 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $367,059 | 4,767 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $68,135 | 933 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $45,077 | 723 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||