Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,206,591
-$239,288 QoQ
Shares Held
125,071
+1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#456
of 2,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Belpointe Asset Management LLC holds $43,294,431 across 10 Drug Manufacturers - General names. BMY ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
46,672 | $11,744,542 | |
| 2 | LLY |
ELI LILLY & Co
|
7,399 | $8,874,583 | |
| 3 | BMY |
Bristol Myers Squibb Co
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|
125,071 | $7,206,591 | |
| 4 | JNJ |
Johnson & Johnson
|
16,266 | $4,131,076 | |
| 5 | MRK |
Merck & Co., Inc.
|
30,259 | $3,888,281 | |
| 6 | PFE |
Pfizer Inc
|
156,552 | $3,769,772 | |
| 7 | AMGN |
Amgen Inc
|
6,723 | $2,434,532 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,464 | $816,661 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,206,591 | 125,071 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $7,445,879 | 122,768 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $6,453,165 | 119,636 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $4,656,484 | 103,248 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,352,090 | 72,415 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,890,292 | 96,578 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $10,658,222 | 188,441 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,109,168 | 195,384 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,866,986 | 189,429 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,947,137 | 183,425 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,138,894 | 158,622 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,399,984 | 161,957 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,374,224 | 162,224 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $10,765,090 | 155,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,813,221 | 150,288 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,616,011 | 149,332 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,322,234 | 147,042 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,170,376 | 166,649 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $9,734,705 | 156,130 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,316,612 | 157,455 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,305,180 | 154,223 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $15,331,751 | 242,860 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,104,892 | 211,267 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,644,048 | 193,134 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,271,666 | 191,695 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $10,541,994 | 189,128 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||