Position in BMY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,275,514
-$17,532 QoQ
Shares Held
91,557
+4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#536
of 2,506 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. BMY ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in BMY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,275,514 | 91,557 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,293,046 | 87,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,891,824 | 72,151 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,915,850 | 64,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,596,686 | 77,699 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,151,552 | 18,881 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $805,018 | 14,233 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $835,549 | 16,149 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $554,383 | 13,349 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $450,922 | 8,315 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $391,341 | 7,627 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $630,082 | 10,856 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $716,048 | 11,197 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $738,220 | 10,651 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $764,684 | 10,628 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $966,966 | 13,602 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $392,084 | 5,092 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $544,511 | 7,456 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $277,208 | 4,446 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $214,432 | 3,624 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||