Benchmark Financial Wealth Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1757706
BOCA RATON, FL
Position in BMY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,523,645
-$60,411 QoQ
Shares Held
26,443
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#948
of 2,506 holders
Holding Since
Sep 2020
24 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, 2026Benchmark Financial Wealth Advisors, LLC holds $6,259,679 across 8 Drug Manufacturers - General names. BMY ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
This page
|
26,443 | $1,523,645 | |
| 2 | LLY |
ELI LILLY & Co
|
976 | $1,170,643 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,860 | $1,010,010 | |
| 4 | ABBV |
AbbVie Inc.
|
3,881 | $976,614 | |
| 5 | AMGN |
Amgen Inc
|
1,801 | $652,178 | |
| 6 | PFE |
Pfizer Inc
|
14,858 | $357,780 | |
| 7 | JNJ |
Johnson & Johnson
|
1,211 | $307,557 | |
| 8 | NVS |
Novartis AG
|
1,667 | $261,252 |
All Filings in BMY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,523,645 | 26,443 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,584,056 | 26,118 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,292,779 | 23,967 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,070,854 | 23,744 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,134,105 | 24,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,376,300 | 22,566 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,173,224 | 20,743 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,011,517 | 19,550 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $773,164 | 18,617 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $896,313 | 16,528 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $782,169 | 15,244 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $928,001 | 15,989 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $988,219 | 15,453 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,033,481 | 14,911 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,071,407 | 14,891 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,079,288 | 15,182 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,121,351 | 14,563 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,056,159 | 14,462 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $901,955 | 14,466 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $845,775 | 14,294 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $954,055 | 14,278 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $897,266 | 14,213 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $911,778 | 14,699 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $884,996 | 14,679 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||