Position in BMY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$633,820
-$123,395 QoQ
Shares Held
11,000
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,403
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, 2026Principle Wealth Partners LLC holds $78,818,305 across 10 Drug Manufacturers - General names. BMY ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
112,674 | $28,615,815 | |
| 2 | LLY |
ELI LILLY & Co
|
11,921 | $14,298,406 | |
| 3 | AMGN |
Amgen Inc
|
31,526 | $11,416,195 | |
| 4 | MRK |
Merck & Co., Inc.
|
79,812 | $10,255,842 | |
| 5 | ABBV |
AbbVie Inc.
|
32,482 | $8,173,770 | |
| 6 | PFE |
Pfizer Inc
|
160,668 | $3,868,885 | |
| 7 | NVS |
Novartis AG
|
4,772 | $747,867 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
11,000 | $633,820 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,820 | 11,000 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $757,215 | 12,485 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $673,440 | 12,485 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $536,013 | 11,885 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $610,102 | 13,180 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $853,494 | 13,994 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $825,493 | 14,595 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $752,454 | 14,543 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $578,637 | 13,933 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $499,349 | 9,208 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $408,889 | 7,969 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $610,812 | 10,524 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $824,443 | 12,892 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $928,892 | 13,402 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $912,829 | 12,687 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $902,700 | 12,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,041,810 | 13,530 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $988,095 | 13,530 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $820,089 | 13,153 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $832,936 | 14,077 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,068,585 | 15,992 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,446,434 | 22,912 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,442,941 | 23,262 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $562,626 | 9,332 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $565,126 | 9,611 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $535,717 | 9,611 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||