Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,528,884
+$80,869 QoQ
Shares Held
43,889
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#741
of 2,506 holders
Holding Since
Jun 2022
12 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, 2026WCG Wealth Advisors LLC holds $47,610,651 across 10 Drug Manufacturers - General names. BMY ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,452 | $12,536,443 | |
| 2 | JNJ |
Johnson & Johnson
|
41,061 | $10,428,262 | |
| 3 | NVS |
Novartis AG
|
43,776 | $6,860,574 | |
| 4 | AMGN |
Amgen Inc
|
13,208 | $4,782,880 | |
| 5 | ABBV |
AbbVie Inc.
|
16,882 | $4,248,186 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,852 | $3,064,982 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
43,889 | $2,528,884 | |
| 8 | PFE |
Pfizer Inc
|
79,512 | $1,914,648 |
All Filings in BMY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,528,884 | 43,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,448,015 | 40,363 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,564,199 | 47,538 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $843,234 | 18,697 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $778,525 | 14,356 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $686,322 | 13,376 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $798,340 | 13,755 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,705,226 | 26,665 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,835,536 | 26,483 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,844,006 | 25,629 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,447,890 | 20,367 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $306,682 | 4,314 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,706,551 | 22,163 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||