Position in BMY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,511,660
-$135,472 QoQ
Shares Held
26,235
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#952
of 2,506 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $18,531,940 across 8 Drug Manufacturers - General names. BMY ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,438 | $4,123,640 | |
| 2 | JNJ |
Johnson & Johnson
|
15,452 | $3,924,344 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,939 | $3,718,661 | |
| 4 | ABBV |
AbbVie Inc.
|
9,983 | $2,512,122 | |
| 5 | BMY |
Bristol Myers Squibb Co
This page
|
26,235 | $1,511,660 | |
| 6 | AMGN |
Amgen Inc
|
3,407 | $1,233,742 | |
| 7 | PFE |
Pfizer Inc
|
34,409 | $828,568 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
5,376 | $679,203 |
All Filings in BMY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,660 | 26,235 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,647,132 | 27,158 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,353,138 | 25,086 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $900,060 | 19,957 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $912,375 | 19,710 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $816,107 | 13,381 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $710,846 | 12,568 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $520,349 | 10,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $395,282 | 9,518 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $288,991 | 5,329 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $271,173 | 5,285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $401,927 | 6,925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $463,637 | 7,250 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $535,489 | 7,726 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $535,523 | 7,443 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $408,269 | 5,743 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $469,623 | 6,099 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $353,100 | 4,835 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $278,268 | 4,463 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $251,531 | 4,251 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $255,519 | 3,824 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $294,564 | 4,666 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $227,712 | 3,671 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $237,482 | 3,939 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||