Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,724,138
-$376,885 QoQ
Shares Held
116,698
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#474
of 2,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Derivatives in BMY
reported options exposure · as of Sep 30, 2020CallValue
$120,580
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CERTUITY, LLC holds $147,101,848 across 9 Drug Manufacturers - General names. BMY ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
498,050 | $125,329,302 | |
| 2 | BMY |
Bristol Myers Squibb Co
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|
116,698 | $6,724,138 | |
| 3 | JNJ |
Johnson & Johnson
|
14,890 | $3,781,613 | |
| 4 | PFE |
Pfizer Inc
|
150,075 | $3,613,806 | |
| 5 | LLY |
ELI LILLY & Co
|
2,505 | $3,004,572 | |
| 6 | MRK |
Merck & Co., Inc.
|
18,642 | $2,395,497 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,309 | $923,419 | |
| 8 | AMGN |
Amgen Inc
|
2,399 | $868,725 |
All Filings in BMY
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,724,138 | 116,698 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,101,023 | 117,082 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,486,554 | 120,255 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,446,501 | 120,765 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,418,429 | 117,054 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,274,948 | 119,281 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,614,785 | 134,632 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,779,885 | 150,365 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,984,095 | 47,775 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,328,310 | 42,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,089,804 | 40,729 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,516,178 | 26,123 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,567,222 | 24,507 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,462,029 | 35,522 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,562,139 | 35,610 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,843,671 | 40,001 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,761,374 | 35,862 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,909,369 | 39,838 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,255,479 | 20,136 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $1,180,559 | 19,952 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $620,690 | 9,289 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $665,768 | 10,546 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $662,108 | 10,674 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $120,580 | 2,000 | Call | Sole | 2020-10-30 | |
| 2020-09-30 | $523,437 | 8,682 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $314,932 | 5,356 | Shares | Sole | 2020-08-11 | |
| 2020-06-30 | $117,600 | 2,000 | Call | Sole | 2020-08-11 | |
| 2020-03-31 | $758,398 | 13,606 | Shares | Sole | 2020-04-13 | |
| 2020-03-31 | $111,480 | 2,000 | Call | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||