Foundations Investment Advisors, LLC
EndowmentPosition in BMY — Bristol Myers Squibb Co
CIK 1743404
PHOENIX, AZ
Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,410,935
+$656,695 QoQ
Shares Held
41,842
+44.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#763
of 2,506 holders
Holding Since
Jun 2021
21 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, 2026Foundations Investment Advisors, LLC holds $142,238,372 across 14 Drug Manufacturers - General names. BMY ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
65,706 | $78,809,752 | |
| 2 | AMGN |
Amgen Inc
|
48,477 | $17,554,489 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
127,441 | $16,100,895 | |
| 4 | ABBV |
AbbVie Inc.
|
47,824 | $12,034,429 | |
| 5 | JNJ |
Johnson & Johnson
|
30,976 | $7,866,974 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,833 | $3,448,040 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
41,842 | $2,410,935 | |
| 8 | PFE |
Pfizer Inc
|
47,599 | $1,146,183 |
All Filings in BMY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,410,935 | 41,842 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,754,240 | 28,924 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,120,819 | 20,779 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $601,273 | 13,332 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $723,697 | 15,634 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,023,473 | 16,781 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $868,309 | 15,352 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $780,601 | 15,087 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,917,025 | 70,239 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,270,340 | 60,305 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,002,353 | 58,514 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,087,669 | 53,199 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,990,493 | 46,763 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,565,722 | 51,446 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,636,679 | 36,646 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,026,326 | 14,437 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $771,386 | 10,018 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $304,169 | 4,165 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $297,347 | 4,769 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $286,974 | 4,850 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $312,583 | 4,678 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||