Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,361
-$1,755 QoQ
Shares Held
579
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,361
of 2,506 holders
Holding Since
Jun 2023
10 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, 2026IFS Advisors, LLC holds $238,324 across 8 Drug Manufacturers - General names. BMY ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
597 | $76,714 | |
| 2 | ABBV |
AbbVie Inc.
|
200 | $50,328 | |
| 3 | PFE |
Pfizer Inc
|
1,820 | $43,825 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
579 | $33,361 | |
| 5 | JNJ |
Johnson & Johnson
|
72 | $18,285 | |
| 6 | LLY |
ELI LILLY & Co
|
10 | $11,994 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
24 | $3,032 | |
| 8 | OGN |
Organon & Co.
|
58 | $785 |
All Filings in BMY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,361 | 579 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $35,116 | 579 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $36,594 | 600 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $43,381 | 767 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,640 | 167 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,935 | 167 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,056 | 167 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $8,568 | 167 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $9,692 | 167 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,679 | 167 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||