Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,609,488
+$1,560,644 QoQ
Shares Held
270,904
+17.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#312
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Ethic Inc. holds $332,739,634 across 14 Drug Manufacturers - General names. BMY ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
90,920 | $109,052,184 | |
| 2 | MRK |
Merck & Co., Inc.
|
358,041 | $46,008,268 | |
| 3 | JNJ |
Johnson & Johnson
|
109,758 | $27,875,239 | |
| 4 | PFE |
Pfizer Inc
|
882,175 | $21,242,774 | |
| 5 | ABBV |
AbbVie Inc.
|
83,563 | $21,027,793 | |
| 6 | AMGN |
Amgen Inc
|
56,184 | $20,345,350 | |
| 7 | NVS |
Novartis AG
|
108,784 | $17,048,628 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
270,904 | $15,609,488 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,609,488 | 270,904 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,048,844 | 231,638 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,451,569 | 212,302 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,198,370 | 203,955 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,710,285 | 101,756 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,955,116 | 114,037 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,865,421 | 174,424 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,711,981 | 168,380 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,986,341 | 144,145 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,131,247 | 168,380 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,485,115 | 184,859 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,196,757 | 175,685 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,754,307 | 136,893 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,422,828 | 121,524 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,917,201 | 96,139 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,854,332 | 82,351 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,813,038 | 75,494 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,924,340 | 53,736 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,636,594 | 42,287 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,493,983 | 25,249 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,303,324 | 19,505 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,001,683 | 15,867 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,513,966 | 24,407 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,036,565 | 17,193 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,288,484 | 21,913 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $893,400 | 16,028 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||