Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,167
-$652,536 QoQ
Shares Held
4,064
-72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,038
of 2,506 holders
Holding Since
Dec 2022
8 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $6,620,183 across 8 Drug Manufacturers - General names. BMY ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
7,501 | $1,905,028 | |
| 2 | ABBV |
AbbVie Inc.
|
7,080 | $1,781,611 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
9,091 | $1,148,556 | |
| 4 | LLY |
ELI LILLY & Co
|
7,465 | $555,769 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,478 | $446,923 | |
| 6 | AMGN |
Amgen Inc
|
1,043 | $377,691 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
4,064 | $234,167 | |
| 8 | PFE |
Pfizer Inc
|
7,078 | $170,438 |
All Filings in BMY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,167 | 4,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $886,703 | 14,620 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $554,503 | 10,280 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $236,946 | 3,885 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $201,070 | 3,555 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $200,483 | 3,135 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $210,771 | 3,041 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $230,671 | 3,206 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||