Position in BMY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,416,556
+$25,973,934 QoQ
Shares Held
1,721,625
+18.4% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15.488390328904378.ToString("F0")%
Shared 0.ToString("F0")%
None 84.51160967109563.ToString("F0")%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026IEQ CAPITAL, LLC holds $487,990,190 across 15 Drug Manufacturers - General names. BMY ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
941,353 | $113,235,351 | |
| 2 | BMY |
Bristol Myers Squibb Co
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|
1,721,625 | $104,416,556 | |
| 3 | LLY |
ELI LILLY & Co
|
111,049 | $102,139,538 | |
| 4 | JNJ |
Johnson & Johnson
|
347,966 | $85,056,808 | |
| 5 | BIIB |
Biogen Inc.
|
152,076 | $27,880,093 | |
| 6 | PFE |
Pfizer Inc
|
466,278 | $13,093,085 | |
| 7 | ABBV |
AbbVie Inc.
|
48,508 | $10,550,004 | |
| 8 | AMGN |
Amgen Inc
|
27,639 | $9,724,781 |
All Filings in BMY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,416,556 | 1,721,625 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $78,442,622 | 1,454,257 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $14,689,520 | 325,710 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,284,378 | 157,364 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,522,177 | 172,523 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,644,705 | 135,161 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $4,980,802 | 96,266 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,555,215 | 61,527 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,822,346 | 70,484 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $3,024,108 | 58,938 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $3,685,133 | 63,493 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,013,359 | 78,395 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $5,398,694 | 77,892 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $5,509,139 | 76,569 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $4,626,536 | 65,080 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,696,231 | 48,003 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,940,990 | 40,271 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $2,034,791 | 32,635 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,929,829 | 32,615 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,210,872 | 33,087 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $1,695,481 | 26,857 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,475,941 | 23,794 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $1,347,903 | 22,357 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,317,824 | 22,412 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,593,661 | 28,591 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||