Position in BMY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$299,681
-$15,395 QoQ
Shares Held
5,201
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,886
of 2,506 holders
Holding Since
Dec 2020
22 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, 2026IVC Wealth Advisors LLC holds $8,869,908 across 8 Drug Manufacturers - General names. BMY ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
21,139 | $2,716,361 | |
| 2 | JNJ |
Johnson & Johnson
|
10,167 | $2,582,112 | |
| 3 | LLY |
ELI LILLY & Co
|
1,341 | $1,608,435 | |
| 4 | AMGN |
Amgen Inc
|
1,547 | $560,199 | |
| 5 | GSK |
GSK plc
|
8,739 | $458,098 | |
| 6 | ABBV |
AbbVie Inc.
|
1,767 | $444,647 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
5,201 | $299,681 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,586 | $200,375 |
All Filings in BMY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,681 | 5,201 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $315,076 | 5,195 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $280,326 | 5,197 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $235,512 | 5,222 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $254,826 | 5,505 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $290,739 | 4,767 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $276,804 | 4,894 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $277,481 | 5,363 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $231,737 | 5,580 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $205,240 | 4,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $485,620 | 8,367 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $574,974 | 8,991 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $613,462 | 8,851 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $646,039 | 8,979 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $625,947 | 8,805 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $688,534 | 8,942 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $645,366 | 8,837 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $515,198 | 8,263 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $472,945 | 7,993 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $550,797 | 8,243 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $641,905 | 10,168 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $626,068 | 10,093 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||