Position in BMY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,074,670
-$79,863 QoQ
Shares Held
18,651
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,125
of 2,514 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $31,462,048 across 11 Drug Manufacturers - General names. BMY ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,574 | $9,084,483 | |
| 2 | ABBV |
AbbVie Inc.
|
21,367 | $5,376,791 | |
| 3 | AMGN |
Amgen Inc
|
11,201 | $4,056,106 | |
| 4 | JNJ |
Johnson & Johnson
|
14,755 | $3,747,327 | |
| 5 | MRK |
Merck & Co., Inc.
|
21,770 | $2,797,445 | |
| 6 | PFE |
Pfizer Inc
|
93,388 | $2,248,783 | |
| 7 | AZN |
Astrazeneca PLC
|
8,277 | $1,569,484 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
18,651 | $1,074,670 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,670 | 18,651 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,154,533 | 19,036 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,058,680 | 19,627 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $803,501 | 17,816 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $863,215 | 18,648 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,543,161 | 41,698 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,583,830 | 45,683 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,366,535 | 45,739 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,848,209 | 44,503 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,121,097 | 39,113 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,345,553 | 26,224 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,574,915 | 27,135 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,662,891 | 26,003 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,560,445 | 22,514 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,567,501 | 21,786 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,737,297 | 24,438 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,142,063 | 27,819 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $1,941,940 | 26,591 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,190,198 | 19,089 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $649,272 | 10,973 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $827,766 | 12,388 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $840,575 | 13,315 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,159,092 | 18,686 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $716,787 | 11,889 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $594,644 | 10,113 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $479,865 | 8,609 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||