Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,442,727
-$811,319 QoQ
Shares Held
94,459
-8.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#527
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $48,413,418 across 14 Drug Manufacturers - General names. BMY ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,543 | $12,645,591 | |
| 2 | ABBV |
AbbVie Inc.
|
40,073 | $10,083,969 | |
| 3 | JNJ |
Johnson & Johnson
|
27,094 | $6,881,063 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
46,311 | $5,850,931 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
94,459 | $5,442,727 | |
| 6 | AMGN |
Amgen Inc
|
7,107 | $2,573,586 | |
| 7 | MRK |
Merck & Co., Inc.
|
14,481 | $1,860,808 | |
| 8 | NVS |
Novartis AG
|
11,132 | $1,744,607 |
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,442,727 | 94,459 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,254,046 | 103,117 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,920,137 | 91,215 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,209,679 | 93,341 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,269,372 | 92,231 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,879,253 | 96,397 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,427,214 | 95,955 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,780,517 | 92,395 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,873,128 | 69,182 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,433,139 | 81,747 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,188,948 | 81,640 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,594,765 | 96,395 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,744,820 | 89,833 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,409,091 | 78,042 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,250,872 | 86,878 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,942,247 | 69,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,227,067 | 80,871 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,489,518 | 88,861 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,962,530 | 95,630 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,422,725 | 108,547 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,448,091 | 111,465 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $7,669,095 | 121,481 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $7,440,498 | 119,950 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $6,733,850 | 111,691 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $7,725,320 | 131,383 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $7,237,002 | 129,835 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||