Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,675,930
-$446,392 QoQ
Shares Held
46,441
-9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#725
of 2,506 holders
Holding Since
Sep 2021
19 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, 2026XML Financial, LLC holds $41,755,485 across 10 Drug Manufacturers - General names. BMY ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
60,680 | $15,410,899 | |
| 2 | MRK |
Merck & Co., Inc.
|
59,108 | $7,595,378 | |
| 3 | AMGN |
Amgen Inc
|
18,659 | $6,756,797 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
46,441 | $2,675,930 | |
| 5 | ABBV |
AbbVie Inc.
|
9,996 | $2,515,393 | |
| 6 | PFE |
Pfizer Inc
|
99,422 | $2,394,081 | |
| 7 | LLY |
ELI LILLY & Co
|
1,921 | $2,304,105 | |
| 8 | NVS |
Novartis AG
|
5,376 | $842,526 |
All Filings in BMY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,675,930 | 46,441 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,122,322 | 51,481 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,885,196 | 53,489 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,663,696 | 59,062 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,897,152 | 62,587 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,418,786 | 72,451 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,245,846 | 75,068 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,853,853 | 74,485 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,280,703 | 78,996 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,583,736 | 84,524 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,354,352 | 104,353 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,943,876 | 102,410 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,531,597 | 102,136 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,913,395 | 99,746 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,104,630 | 98,744 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,044,308 | 99,090 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $7,255,311 | 99,347 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,241,359 | 100,102 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,570,618 | 94,146 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||