Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$246,959
-$12,986 QoQ
Shares Held
4,286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,000
of 2,506 holders
Holding Since
Mar 2020
18 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $6,740,761 across 9 Drug Manufacturers - General names. BMY ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,524 | $1,827,931 | |
| 2 | ABBV |
AbbVie Inc.
|
6,939 | $1,746,129 | |
| 3 | AMGN |
Amgen Inc
|
2,906 | $1,052,320 | |
| 4 | JNJ |
Johnson & Johnson
|
2,617 | $664,639 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,388 | $435,358 | |
| 6 | NVS |
Novartis AG
|
2,205 | $345,567 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
4,286 | $246,959 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,715 | $216,673 |
All Filings in BMY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,959 | 4,286 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,945 | 4,286 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $322,787 | 5,707 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $247,989 | 4,793 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $228,687 | 4,217 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $217,046 | 3,394 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $234,475 | 3,383 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $276,611 | 3,891 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $333,949 | 4,337 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $341,342 | 4,674 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $288,057 | 4,620 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $317,446 | 5,365 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $414,484 | 6,203 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $434,145 | 6,877 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $426,580 | 6,877 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $299,460 | 4,967 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $254,604 | 4,330 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $248,934 | 4,466 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||