Position in BMY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$383,864
-$61,670 QoQ
Shares Held
6,662
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,694
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, 2026SAX WEALTH ADVISORS, LLC holds $21,617,283 across 11 Drug Manufacturers - General names. BMY ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,609 | $9,297,587 | |
| 2 | MRK |
Merck & Co., Inc.
|
29,762 | $3,824,417 | |
| 3 | ABBV |
AbbVie Inc.
|
11,579 | $2,913,739 | |
| 4 | LLY |
ELI LILLY & Co
|
1,529 | $1,833,928 | |
| 5 | NVO |
Novo Nordisk A S
|
21,893 | $1,049,550 | |
| 6 | BIIB |
Biogen Inc.
|
3,364 | $726,825 | |
| 7 | AMGN |
Amgen Inc
|
1,862 | $674,267 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
6,662 | $383,864 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,864 | 6,662 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $445,534 | 7,346 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $403,633 | 7,483 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $356,109 | 7,896 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $282,415 | 6,101 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $386,859 | 6,343 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $341,396 | 6,036 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $418,990 | 8,098 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $316,084 | 7,611 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $742,951 | 13,700 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $710,900 | 13,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $788,183 | 13,580 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $773,986 | 12,103 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $838,096 | 12,092 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $849,585 | 11,808 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $938,956 | 13,208 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,045,660 | 13,580 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,096,107 | 15,009 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,109,580 | 17,796 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,025,711 | 17,335 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $980,048 | 14,667 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $928,831 | 14,713 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $933,055 | 15,042 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||