Position in BMY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$229,558
-$49,250 QoQ
Shares Held
3,984
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#806
of 1,032 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, 2026SOA Wealth Advisors, LLC. holds $21,939,435 across 14 Drug Manufacturers - General names. BMY ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,146 | $10,969,987 | |
| 2 | AZN |
Astrazeneca PLC
|
21,280 | $4,035,113 | |
| 3 | NVS |
Novartis AG
|
14,750 | $2,311,620 | |
| 4 | JNJ |
Johnson & Johnson
|
7,183 | $1,824,266 | |
| 5 | ABBV |
AbbVie Inc.
|
4,566 | $1,148,988 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,342 | $943,447 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
3,984 | $229,558 | |
| 8 | AMGN |
Amgen Inc
|
510 | $184,681 |
All Filings in BMY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,558 | 3,984 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $278,808 | 4,597 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $289,603 | 5,369 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $261,354 | 5,795 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $264,871 | 5,722 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $307,145 | 5,036 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $264,870 | 4,683 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $240,694 | 4,652 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $193,612 | 4,662 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $211,659 | 3,903 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $206,522 | 4,025 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $234,481 | 4,040 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $212,186 | 3,318 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $228,584 | 3,298 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $235,996 | 3,280 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $232,251 | 3,267 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $235,928 | 3,064 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $197,911 | 2,710 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $168,095 | 2,696 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $207,627 | 3,509 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $165,513 | 2,477 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $171,208 | 2,712 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $169,031 | 2,725 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||