Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$498,585
-$26,219 QoQ
Shares Held
8,653
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,538
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Powell Investment Advisors, LLC holds $3,323,936 across 5 Drug Manufacturers - General names. BMY ranks #5 (15.0% of the industry book) .
All Filings in BMY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,585 | 8,653 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $524,804 | 8,653 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $466,742 | 8,653 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $390,250 | 8,653 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,547 | 8,653 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $527,746 | 8,653 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $489,413 | 8,653 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $447,706 | 8,653 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $359,359 | 8,653 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $469,252 | 8,653 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $443,985 | 8,653 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $502,220 | 8,653 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $553,359 | 8,653 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $599,739 | 8,653 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $622,583 | 8,653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $615,141 | 8,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $467,621 | 6,073 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $443,511 | 6,073 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $378,651 | 6,073 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $359,339 | 6,073 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $405,797 | 6,073 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $393,299 | 6,230 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $405,924 | 6,544 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $394,537 | 6,544 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $384,787 | 6,544 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $364,762 | 6,544 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||