Position in BMY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$250,358
-$17,896 QoQ
Shares Held
4,345
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,992
of 2,506 holders
Holding Since
Sep 2020
7 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $4,545,179 across 7 Drug Manufacturers - General names. BMY ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,288 | $2,104,903 | |
| 2 | LLY |
ELI LILLY & Co
|
443 | $531,347 | |
| 3 | ABBV |
AbbVie Inc.
|
2,018 | $507,809 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,748 | $481,618 | |
| 5 | NVS |
Novartis AG
|
2,881 | $451,510 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
4,345 | $250,358 | |
| 7 | AMGN |
Amgen Inc
|
601 | $217,634 |
All Filings in BMY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,358 | 4,345 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $268,254 | 4,423 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $230,431 | 4,272 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $208,999 | 4,515 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $293,422 | 4,811 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $273,920 | 4,843 | Shares | Sole | 2025-02-11 | |
| 2020-09-30 | $63,967 | 1,061 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||