Gladstone Institutional Advisory LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1766530
Bedminster, NJ
Position in BMY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,912,686
-$183,857 QoQ
Shares Held
67,905
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#616
of 2,506 holders
Holding Since
Mar 2020
26 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, 2026Gladstone Institutional Advisory LLC holds $67,973,516 across 11 Drug Manufacturers - General names. BMY ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
19,736 | $23,671,952 | |
| 2 | JNJ |
Johnson & Johnson
|
52,767 | $13,401,234 | |
| 3 | MRK |
Merck & Co., Inc.
|
84,891 | $10,908,493 | |
| 4 | ABBV |
AbbVie Inc.
|
33,122 | $8,334,820 | |
| 5 | BMY |
Bristol Myers Squibb Co
This page
|
67,905 | $3,912,686 | |
| 6 | AMGN |
Amgen Inc
|
6,692 | $2,423,307 | |
| 7 | PFE |
Pfizer Inc
|
78,104 | $1,880,744 | |
| 8 | NVS |
Novartis AG
|
8,936 | $1,400,449 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,912,686 | 67,905 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,096,543 | 67,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,864,093 | 90,176 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,497,417 | 99,721 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,243,314 | 113,271 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,068,451 | 83,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,679,454 | 65,054 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,673,850 | 71,006 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,453,303 | 107,231 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,483,683 | 101,119 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,221,549 | 62,786 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,042,050 | 52,413 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,183,239 | 49,777 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,409,428 | 49,191 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,816,947 | 53,050 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,248,077 | 73,823 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,495,030 | 45,390 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $3,486,744 | 47,744 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $2,982,574 | 47,836 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $2,153,492 | 36,395 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $2,497,798 | 37,381 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $2,058,353 | 32,605 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,875,725 | 30,239 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $2,367,226 | 39,264 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $2,331,126 | 39,645 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,290,634 | 41,095 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||