Position in BMY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,524,567
-$79,382 QoQ
Shares Held
26,459
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#947
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $17,401,793 across 7 Drug Manufacturers - General names. BMY ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
25,593 | $6,499,854 | |
| 2 | AMGN |
Amgen Inc
|
10,233 | $3,705,573 | |
| 3 | ABBV |
AbbVie Inc.
|
9,464 | $2,381,520 | |
| 4 | MRK |
Merck & Co., Inc.
|
16,179 | $2,079,001 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
26,459 | $1,524,567 | |
| 6 | PFE |
Pfizer Inc
|
25,454 | $612,932 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,736 | $598,346 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,567 | 26,459 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,603,949 | 26,446 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,403,842 | 26,026 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,064,901 | 23,612 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $838,080 | 18,105 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,146,977 | 18,806 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,072,038 | 18,954 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $999,927 | 19,326 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $679,306 | 16,357 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $939,100 | 17,317 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $922,964 | 17,988 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,695,870 | 29,219 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,872,136 | 29,275 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,756,246 | 25,339 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,878,758 | 26,112 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,854,027 | 26,080 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,992,529 | 25,877 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,917,183 | 26,252 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,652,649 | 26,506 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,550,313 | 26,201 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,739,992 | 26,040 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,650,533 | 26,145 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,599,319 | 25,783 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,576,824 | 26,154 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,590,598 | 27,051 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,620,083 | 29,065 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||