Position in BMY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$737,075
-$39,366 QoQ
Shares Held
12,792
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,322
of 2,506 holders
Holding Since
Mar 2020
25 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, 2026Apella Capital, LLC holds $29,919,337 across 10 Drug Manufacturers - General names. BMY ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,479 | $10,788,391 | |
| 2 | ABBV |
AbbVie Inc.
|
20,565 | $5,174,976 | |
| 3 | LLY |
ELI LILLY & Co
|
4,276 | $5,128,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
37,663 | $4,839,695 | |
| 5 | PFE |
Pfizer Inc
|
46,600 | $1,122,128 | |
| 6 | AMGN |
Amgen Inc
|
2,984 | $1,080,566 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
12,792 | $737,075 | |
| 8 | NVS |
Novartis AG
|
2,960 | $463,891 |
All Filings in BMY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,075 | 12,792 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $776,441 | 12,802 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $445,166 | 8,253 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $263,293 | 5,838 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $455,262 | 9,835 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $571,293 | 9,367 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $334,439 | 5,913 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $323,064 | 6,244 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $269,820 | 6,497 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $337,581 | 6,225 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $328,897 | 6,410 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $398,734 | 6,870 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $463,765 | 7,252 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $539,625 | 7,500 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $370,236 | 5,208 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $382,459 | 4,967 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $334,696 | 4,583 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $283,380 | 4,545 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $267,270 | 4,517 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $380,740 | 5,698 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $340,965 | 5,401 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $345,569 | 5,571 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $394,658 | 6,546 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $351,212 | 5,973 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $377,749 | 6,777 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||