Position in BMY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$218,034
-$26,324 QoQ
Shares Held
3,784
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,093
of 2,506 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, 2026Berger Financial Group, Inc holds $30,167,656 across 8 Drug Manufacturers - General names. BMY ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
39,841 | $10,118,418 | |
| 2 | LLY |
ELI LILLY & Co
|
6,514 | $7,813,087 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
46,072 | $5,820,736 | |
| 4 | ABBV |
AbbVie Inc.
|
14,283 | $3,594,174 | |
| 5 | AMGN |
Amgen Inc
|
3,591 | $1,300,372 | |
| 6 | MRK |
Merck & Co., Inc.
|
8,364 | $1,074,774 | |
| 7 | PFE |
Pfizer Inc
|
9,471 | $228,061 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
3,784 | $218,034 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,034 | 3,784 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $244,358 | 4,029 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $227,087 | 4,210 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $237,451 | 5,265 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $297,968 | 6,437 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $471,452 | 7,730 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,883,484 | 104,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,304,591 | 102,524 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,248,643 | 102,303 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,530,104 | 101,975 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $290,979 | 5,671 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $374,590 | 6,454 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $428,912 | 6,707 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $469,713 | 6,777 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $440,334 | 6,120 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $442,535 | 6,225 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $466,774 | 6,062 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $452,639 | 6,198 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $396,670 | 6,362 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $224,727 | 3,798 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $240,618 | 3,601 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $253,530 | 4,016 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $254,074 | 4,096 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||