Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,491,698
+$343,763 QoQ
Shares Held
320,925
+7.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#287
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, 2025CallValue
$0
CallShares
0
PutValue
$67,650
PutShares
1,500
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, 2026Arkadios Wealth Advisors holds $175,268,765 across 14 Drug Manufacturers - General names. BMY ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
32,277 | $38,714,004 | |
| 2 | JNJ |
Johnson & Johnson
|
114,657 | $29,119,437 | |
| 3 | BMY |
Bristol Myers Squibb Co
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|
320,925 | $18,491,698 | |
| 4 | MRK |
Merck & Co., Inc.
|
140,968 | $18,114,387 | |
| 5 | ABBV |
AbbVie Inc.
|
65,660 | $16,522,681 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
104,200 | $13,164,627 | |
| 7 | PFE |
Pfizer Inc
|
411,666 | $9,912,916 | |
| 8 | AMGN |
Amgen Inc
|
26,885 | $9,735,596 |
All Filings in BMY
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,491,698 | 320,925 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $18,147,935 | 299,224 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,689,042 | 290,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,650 | 1,500 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $11,057,978 | 245,188 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,160,330 | 219,493 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $69,435 | 1,500 | Put | Sole | 2025-08-04 | |
| 2025-03-31 | $11,378,477 | 186,563 | Shares | Sole | 2025-05-08 | |
| 2025-03-31 | $91,485 | 1,500 | Put | Sole | 2025-05-08 | |
| 2024-12-31 | $8,564,258 | 151,419 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,162,212 | 138,427 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,982,268 | 47,731 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,040,186 | 37,621 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,568,290 | 30,565 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,378,072 | 40,973 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,447,444 | 22,634 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,495,432 | 21,576 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,591,605 | 22,121 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,266,681 | 17,818 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,344,420 | 17,460 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,011,611 | 13,852 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $691,336 | 11,088 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $828,320 | 13,999 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,116,495 | 16,709 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $775,425 | 12,283 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $540,529 | 8,714 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $141,138 | 2,341 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $139,238 | 2,368 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $128,647 | 2,308 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||