Position in BMY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$356,033
-$57,418 QoQ
Shares Held
6,179
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,753
of 2,506 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Alta Wealth Advisors LLC holds $7,343,636 across 5 Drug Manufacturers - General names. BMY ranks #5 (4.8% of the industry book) .
All Filings in BMY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,033 | 6,179 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $413,451 | 6,817 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $403,039 | 7,472 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $386,777 | 8,576 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $461,927 | 9,979 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,107,029 | 18,151 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,023,792 | 18,101 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $933,958 | 18,051 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $732,256 | 17,632 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $958,840 | 17,681 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,009,524 | 19,675 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,188,136 | 20,471 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,409,841 | 22,046 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,539,513 | 22,212 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,084,607 | 28,973 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,721,231 | 24,212 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,864,324 | 24,212 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,309,573 | 17,932 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $833,619 | 13,370 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $842,344 | 14,236 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,352,971 | 20,248 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,292,397 | 20,472 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,282,284 | 20,672 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||