Position in BMY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,290,322
+$2,184,375 QoQ
Shares Held
91,814
+79.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#535
of 2,506 holders
Holding Since
Mar 2021
19 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, 2026Abundance Wealth Counselors holds $44,555,696 across 12 Drug Manufacturers - General names. BMY ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
30,368 | $7,641,803 | |
| 2 | JNJ |
Johnson & Johnson
|
23,066 | $5,858,072 | |
| 3 | AMGN |
Amgen Inc
|
14,911 | $5,399,571 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
91,814 | $5,290,322 | |
| 5 | NVS |
Novartis AG
|
32,213 | $5,048,421 | |
| 6 | LLY |
ELI LILLY & Co
|
4,027 | $4,830,105 | |
| 7 | GSK |
GSK plc
|
65,979 | $3,458,619 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
22,139 | $2,797,041 |
All Filings in BMY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,290,322 | 91,814 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,105,947 | 51,211 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,071,565 | 38,405 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,728,592 | 38,328 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,684,909 | 36,399 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,137,028 | 35,039 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,809,184 | 31,987 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,625,826 | 31,423 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $1,447,398 | 26,690 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,078,844 | 21,026 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,499,115 | 25,829 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $1,840,873 | 26,560 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,738,599 | 24,164 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,718,032 | 24,167 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,807,190 | 23,470 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,759,146 | 24,088 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,339,153 | 21,478 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,299,314 | 19,445 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $75,756 | 1,200 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||