Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$809,964
-$23,852 QoQ
Shares Held
14,057
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,283
of 2,506 holders
Holding Since
Mar 2020
19 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, 2026MBM WEALTH CONSULTANTS, LLC holds $7,368,677 across 6 Drug Manufacturers - General names. BMY ranks #3 (11.0% of the industry book) .
All Filings in BMY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,964 | 14,057 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $833,816 | 13,748 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $712,115 | 13,202 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $568,575 | 12,607 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $829,681 | 14,295 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $752,947 | 11,774 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $752 | 9,692 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $697,339 | 9,692 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $725,046 | 10,199 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $793,716 | 10,308 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $729,934 | 9,995 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $603,236 | 9,675 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $448,804 | 7,585 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $458,318 | 6,859 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $414,953 | 6,573 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $382,042 | 6,159 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $387,664 | 6,430 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $329,632 | 5,606 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $423,010 | 7,589 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||