Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$255,083
-$20,025 QoQ
Shares Held
4,427
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,984
of 2,514 holders
Holding Since
Dec 2025
3 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, 2026Element Wealth, LLC holds $5,315,677 across 7 Drug Manufacturers - General names. BMY ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,420 | $1,703,190 | |
| 2 | ABBV |
AbbVie Inc.
|
5,482 | $1,379,490 | |
| 3 | JNJ |
Johnson & Johnson
|
2,806 | $712,639 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,981 | $640,058 | |
| 5 | PFE |
Pfizer Inc
|
16,048 | $386,435 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
4,427 | $255,083 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,890 | $238,782 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,083 | 4,427 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $275,108 | 4,536 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $242,244 | 4,491 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||