Position in BMY
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$15,619,679
+$2,050,965 QoQ
Shares Held
257,538
+2.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026TruWealth Advisors, LLC holds $85,956,222 across 7 Drug Manufacturers - General names. BMY ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
35,900 | $33,019,743 | |
| 2 | ABBV |
AbbVie Inc.
|
90,190 | $19,615,423 | |
| 3 | BMY |
Bristol Myers Squibb Co
This page
|
257,538 | $15,619,679 | |
| 4 | GSK |
GSK plc
|
269,102 | $14,851,739 | |
| 5 | JNJ |
Johnson & Johnson
|
5,451 | $1,332,442 | |
| 6 | PFE |
Pfizer Inc
|
36,369 | $1,021,241 | |
| 7 | MRK |
Merck & Co., Inc.
|
4,123 | $495,955 |
All Filings in BMY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,619,679 | 257,538 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $13,568,714 | 251,552 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,895,032 | 241,575 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $11,553,474 | 249,589 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $12,345,961 | 202,426 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||