Position in BMY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$987,664
-$39,807 QoQ
Shares Held
17,141
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,172
of 2,506 holders
Holding Since
Dec 2020
23 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, 2026Journey Advisory Group, LLC holds $51,629,041 across 8 Drug Manufacturers - General names. BMY ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,437 | $25,712,183 | |
| 2 | ABBV |
AbbVie Inc.
|
47,472 | $11,945,854 | |
| 3 | JNJ |
Johnson & Johnson
|
25,892 | $6,575,791 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,149 | $2,974,646 | |
| 5 | AMGN |
Amgen Inc
|
6,427 | $2,327,345 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
17,141 | $987,664 | |
| 7 | PFE |
Pfizer Inc
|
34,607 | $833,336 | |
| 8 | NVS |
Novartis AG
|
1,737 | $272,222 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,664 | 17,141 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,027,471 | 16,941 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $951,555 | 17,641 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $805,260 | 17,855 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $817,527 | 17,661 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,091,477 | 17,896 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,007,955 | 17,821 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $922,058 | 17,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $740,106 | 17,821 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,488,396 | 27,446 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,490,042 | 29,040 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,375,896 | 58,165 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,599,831 | 103,203 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,510,149 | 93,928 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,105,212 | 70,955 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,800,329 | 53,458 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,510,969 | 45,597 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,058,788 | 28,191 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,292,016 | 20,722 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,044,113 | 17,646 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $910,556 | 13,627 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $724,227 | 11,472 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $653,610 | 10,537 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||