Position in BMY
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,120,144
+$124,790 QoQ
Shares Held
18,469
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026Opes Wealth Management LLC holds $26,541,319 across 4 Drug Manufacturers - General names. BMY ranks #3 (4.2% of the industry book) .
All Filings in BMY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,120,144 | 18,469 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $995,354 | 18,453 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $842,197 | 18,674 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $900,433 | 19,452 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,243,647 | 20,391 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,153,371 | 20,392 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,055,082 | 20,392 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $852,735 | 20,533 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,107,376 | 20,420 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,057,858 | 20,617 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,203,749 | 20,740 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,318,393 | 20,616 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,426,815 | 20,586 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,427,128 | 19,835 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,424,572 | 20,039 | Shares | Sole | 2022-11-01 | |
| 2021-12-31 | $237,802 | 3,814 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||