Position in BMY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,803,567
+$1,479,970 QoQ
Shares Held
222,207
+19.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#353
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $214,639,248 across 18 Drug Manufacturers - General names. BMY ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
60,927 | $73,077,677 | |
| 2 | JNJ |
Johnson & Johnson
|
162,906 | $41,373,236 | |
| 3 | MRK |
Merck & Co., Inc.
|
162,596 | $20,893,586 | |
| 4 | ABBV |
AbbVie Inc.
|
78,969 | $19,871,759 | |
| 5 | PFE |
Pfizer Inc
|
613,403 | $14,770,744 | |
| 6 | AMGN |
Amgen Inc
|
35,828 | $12,974,035 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
222,207 | $12,803,567 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
40,048 | $5,059,664 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,803,567 | 222,207 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,323,597 | 186,704 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,061,628 | 75,299 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,250,447 | 72,072 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,354,914 | 72,476 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,840,113 | 62,963 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,695,969 | 65,346 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,831,730 | 54,730 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,538,355 | 61,121 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,097,997 | 57,127 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,819,856 | 93,936 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,901,825 | 49,997 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,522,557 | 55,083 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,544,790 | 51,144 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,508,752 | 34,868 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,443,505 | 34,372 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,636,403 | 34,239 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,447,965 | 33,520 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,365,060 | 37,932 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,533,126 | 42,811 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,768,257 | 26,463 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,747,501 | 27,681 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,822,503 | 29,381 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,680,945 | 27,881 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,448,185 | 24,629 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $944,514 | 16,945 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||