Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,908,720
-$499,266 QoQ
Shares Held
33,126
-16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#858
of 2,506 holders
Holding Since
Jun 2021
17 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, 2026WADDELL & ASSOCIATES, LLC holds $17,002,805 across 9 Drug Manufacturers - General names. BMY ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,432 | $6,515,304 | |
| 2 | JNJ |
Johnson & Johnson
|
10,973 | $2,786,812 | |
| 3 | MRK |
Merck & Co., Inc.
|
21,357 | $2,744,374 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
33,126 | $1,908,720 | |
| 5 | PFE |
Pfizer Inc
|
40,111 | $965,872 | |
| 6 | ABBV |
AbbVie Inc.
|
3,688 | $928,048 | |
| 7 | BIIB |
Biogen Inc.
|
2,967 | $641,050 | |
| 8 | AMGN |
Amgen Inc
|
826 | $299,111 |
All Filings in BMY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,908,720 | 33,126 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,407,986 | 39,703 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,283,070 | 23,787 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $316,015 | 7,007 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $303,106 | 6,548 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $249,571 | 4,092 | Shares | Sole | 2025-05-14 | |
| 2023-12-31 | $361,992 | 7,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,084,187 | 18,680 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,186,528 | 18,554 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,287,086 | 18,570 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,330,643 | 18,494 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,308,127 | 18,401 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,410,255 | 18,315 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,328,488 | 18,191 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $928,890 | 14,898 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $877,076 | 14,823 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $985,260 | 14,745 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||