Position in BMY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$85,508
+$2,428 QoQ
Shares Held
1,484
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,256
of 2,506 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LifeSteps Financial, Inc. holds $4,238,352 across 14 Drug Manufacturers - General names. BMY ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,339 | $1,846,785 | |
| 2 | JNJ |
Johnson & Johnson
|
4,127 | $1,048,134 | |
| 3 | NVO |
Novo Nordisk A S
|
7,446 | $356,961 | |
| 4 | LLY |
ELI LILLY & Co
|
263 | $315,450 | |
| 5 | AMGN |
Amgen Inc
|
813 | $294,403 | |
| 6 | PFE |
Pfizer Inc
|
5,307 | $127,792 | |
| 7 | MRK |
Merck & Co., Inc.
|
805 | $103,442 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
1,484 | $85,508 |
All Filings in BMY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,508 | 1,484 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $83,080 | 1,532 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||