Position in BMY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$234,916
-$11,929 QoQ
Shares Held
4,077
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,036
of 2,506 holders
Holding Since
Mar 2020
25 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, 2026Successful Portfolios LLC holds $5,764,625 across 8 Drug Manufacturers - General names. BMY ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,305 | $1,565,256 | |
| 2 | ABBV |
AbbVie Inc.
|
4,909 | $1,235,300 | |
| 3 | JNJ |
Johnson & Johnson
|
4,234 | $1,075,308 | |
| 4 | MRK |
Merck & Co., Inc.
|
5,204 | $668,714 | |
| 5 | AMGN |
Amgen Inc
|
1,184 | $428,750 | |
| 6 | PFE |
Pfizer Inc
|
11,757 | $283,108 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,163 | $273,273 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
4,077 | $234,916 |
All Filings in BMY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,916 | 4,077 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $246,845 | 4,070 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $219,427 | 4,068 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $226,219 | 4,887 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $302,449 | 4,959 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $284,892 | 5,037 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $260,459 | 5,034 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $210,017 | 5,057 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $290,672 | 5,360 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $287,182 | 5,597 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $313,067 | 5,394 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $343,859 | 5,377 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $453,079 | 6,537 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $499,045 | 6,936 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $494,146 | 6,951 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $544,236 | 7,068 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $523,040 | 7,162 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $455,903 | 7,312 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $437,088 | 7,387 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $295,143 | 4,417 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $278,845 | 4,417 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $280,189 | 4,517 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $272,329 | 4,517 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $265,599 | 4,517 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $251,777 | 4,517 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||