Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$123,191
+$7,047 QoQ
Shares Held
2,138
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,214
of 2,506 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Derivatives in BMY
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$145,278
PutShares
2,382
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Quaker Wealth Management, LLC holds $2,542,311 across 13 Drug Manufacturers - General names. BMY ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,097 | $786,545 | |
| 2 | LLY |
ELI LILLY & Co
|
466 | $558,934 | |
| 3 | MRK |
Merck & Co., Inc.
|
2,499 | $321,121 | |
| 4 | ABBV |
AbbVie Inc.
|
969 | $243,839 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,038 | $131,140 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
2,138 | $123,191 | |
| 7 | PFE |
Pfizer Inc
|
3,608 | $86,880 | |
| 8 | AMGN |
Amgen Inc
|
224 | $81,114 |
All Filings in BMY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,191 | 2,138 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $116,144 | 1,915 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $113,166 | 2,098 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $84,833 | 1,881 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $88,599 | 1,914 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $145,278 | 2,382 | Put | Sole | 2025-05-29 | |
| 2024-03-31 | $258,026 | 4,758 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $235,307 | 4,586 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $343,828 | 5,924 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $256,759 | 4,015 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $201,414 | 2,906 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $209,734 | 2,915 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $206,729 | 2,908 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $238,700 | 3,100 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $225,881 | 3,093 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $279,639 | 4,485 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||