Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$457,790
-$115,291 QoQ
Shares Held
7,945
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,597
of 2,506 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Live Oak Investment Partners holds $2,844,137 across 3 Drug Manufacturers - General names. BMY ranks #3 (16.1% of the industry book) .
All Filings in BMY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,790 | 7,945 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $573,081 | 9,449 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,075,941 | 19,947 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $995,266 | 22,068 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $908,718 | 19,631 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,222,727 | 20,048 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,124,298 | 19,879 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $14,745 | 285 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $11,836 | 285 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $14,623 | 285 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $16,541 | 285 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $18,225 | 285 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $31,536 | 455 | Principal | Sole | 2023-05-03 | |
| 2022-12-31 | $32,737 | 455 | Principal | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||