Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,696,668
+$634,872 QoQ
Shares Held
64,156
+13.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#632
of 2,506 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IFG Advisory, LLC holds $39,371,083 across 16 Drug Manufacturers - General names. BMY ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
42,985 | $10,816,745 | |
| 2 | JNJ |
Johnson & Johnson
|
39,578 | $10,051,624 | |
| 3 | LLY |
ELI LILLY & Co
|
4,333 | $5,197,130 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
64,156 | $3,696,668 | |
| 5 | AMGN |
Amgen Inc
|
9,053 | $3,278,272 | |
| 6 | MRK |
Merck & Co., Inc.
|
20,458 | $2,628,853 | |
| 7 | PFE |
Pfizer Inc
|
39,164 | $943,069 | |
| 8 | GSK |
GSK plc
|
16,758 | $878,454 |
All Filings in BMY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,696,668 | 64,156 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,061,796 | 56,763 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,336,676 | 51,811 | Shares | Sole | 2025-11-12 | |
| 2023-12-31 | $226,687 | 4,418 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $255,724 | 4,406 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $301,082 | 4,344 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $217,792 | 3,027 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $667,535 | 9,390 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $257,026 | 3,338 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $245,599 | 3,363 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $214,359 | 3,438 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $434,426 | 7,342 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $485,647 | 7,268 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $440,079 | 6,971 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $438,179 | 7,064 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $420,824 | 6,980 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $388,080 | 6,600 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $361,919 | 6,493 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||