Position in BMY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,212,324
-$143,506 QoQ
Shares Held
21,040
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,058
of 2,506 holders
Holding Since
Mar 2022
15 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, 2026Everhart Financial Group, Inc. holds $28,655,287 across 10 Drug Manufacturers - General names. BMY ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,990 | $9,583,446 | |
| 2 | ABBV |
AbbVie Inc.
|
25,328 | $6,373,537 | |
| 3 | JNJ |
Johnson & Johnson
|
18,334 | $4,656,285 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,484 | $2,503,694 | |
| 5 | AMGN |
Amgen Inc
|
5,085 | $1,841,380 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
9,646 | $1,218,675 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
21,040 | $1,212,324 | |
| 8 | PFE |
Pfizer Inc
|
27,433 | $660,586 |
All Filings in BMY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212,324 | 21,040 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,355,830 | 22,355 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $958,891 | 17,777 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $622,154 | 13,795 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $419,479 | 9,062 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $558,424 | 9,156 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $427,876 | 7,565 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $324,358 | 6,269 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $234,978 | 4,333 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $331,261 | 5,180 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $327,697 | 4,728 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $336,150 | 4,672 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $448,648 | 6,311 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $460,075 | 5,975 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $225,516 | 3,088 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||