Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,454,266
+$1,291,242 QoQ
Shares Held
42,594
+122.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#756
of 2,506 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Soltis Investment Advisors LLC holds $50,374,735 across 12 Drug Manufacturers - General names. BMY ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
49,990 | $12,695,960 | |
| 2 | AMGN |
Amgen Inc
|
29,172 | $10,563,764 | |
| 3 | ABBV |
AbbVie Inc.
|
35,875 | $9,027,585 | |
| 4 | LLY |
ELI LILLY & Co
|
5,809 | $6,967,489 | |
| 5 | MRK |
Merck & Co., Inc.
|
48,517 | $6,234,434 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
42,594 | $2,454,266 | |
| 7 | PFE |
Pfizer Inc
|
26,981 | $649,702 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
4,981 | $629,299 |
All Filings in BMY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,454,266 | 42,594 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,163,024 | 19,176 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $717,455 | 13,301 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $220,990 | 4,900 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,946,487 | 48,311 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $443,600 | 7,843 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $381,944 | 7,382 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $282,777 | 6,809 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $335,032 | 6,178 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $421,562 | 8,216 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $388,984 | 6,702 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $492,990 | 7,709 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $530,914 | 7,660 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $544,445 | 7,567 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $668,174 | 9,399 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $442,981 | 5,753 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $342,510 | 4,690 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $287,807 | 4,616 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $282,950 | 4,782 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $316,659 | 4,739 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $204,793 | 3,244 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $218,407 | 3,521 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $269,375 | 4,468 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||