Position in BMY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,206,735
-$60,061 QoQ
Shares Held
20,943
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,064
of 2,514 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $18,338,750 across 12 Drug Manufacturers - General names. BMY ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,775 | $5,022,256 | |
| 2 | LLY |
ELI LILLY & Co
|
3,673 | $4,405,506 | |
| 3 | AMGN |
Amgen Inc
|
11,144 | $4,035,465 | |
| 4 | ABBV |
AbbVie Inc.
|
7,796 | $1,961,785 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
20,943 | $1,206,735 | |
| 6 | PFE |
Pfizer Inc
|
47,796 | $1,150,927 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,770 | $227,445 | |
| 8 | NVS |
Novartis AG
|
1,264 | $198,094 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,206,735 | 20,943 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,266,796 | 20,887 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,146,710 | 21,259 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,015,336 | 22,513 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,068,882 | 23,091 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,092,269 | 17,909 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $965,083 | 17,063 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $268,168 | 5,183 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $228,331 | 5,498 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $368,709 | 6,799 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,572,087 | 30,639 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,254,766 | 21,619 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,297,481 | 20,289 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $907,406 | 13,092 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $660,644 | 9,182 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $925,378 | 13,017 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,028,104 | 13,352 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $887,898 | 12,158 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $718,521 | 11,524 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $261,590 | 4,421 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $607,460 | 9,091 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $549,231 | 8,700 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $266,604 | 4,298 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||