Carolina Wealth Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1786411
MYRTLE BEACH, SC
Position in BMY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,244,697
-$223,391 QoQ
Shares Held
56,312
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#671
of 2,506 holders
Holding Since
Mar 2020
12 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, 2026Carolina Wealth Advisors, LLC holds $23,609,987 across 8 Drug Manufacturers - General names. BMY ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
18,741 | $4,715,985 | |
| 2 | AMGN |
Amgen Inc
|
13,010 | $4,711,181 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,171 | $4,133,973 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
56,312 | $3,244,697 | |
| 5 | NVO |
Novo Nordisk A S
|
52,148 | $2,499,975 | |
| 6 | JNJ |
Johnson & Johnson
|
8,728 | $2,216,650 | |
| 7 | LLY |
ELI LILLY & Co
|
1,724 | $2,067,817 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
156 | $19,709 |
All Filings in BMY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,697 | 56,312 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,468,088 | 57,182 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $67,425 | 1,250 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $56,284 | 1,248 | Shares | Sole | 2025-10-07 | |
| 2021-12-31 | $24,940 | 400 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $485,371 | 8,203 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $567,435 | 8,492 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $548,157 | 8,683 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,089,681 | 17,567 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,073,222 | 17,801 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $966,907 | 16,444 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $836,545 | 15,008 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||