Position in BMY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$80,034
-$50,727 QoQ
Shares Held
1,389
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#915
of 1,032 holders
Holding Since
Sep 2024
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, 2026Activest Wealth Management holds $3,677,653 across 13 Drug Manufacturers - General names. BMY ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,573 | $3,086,133 | |
| 2 | PFE |
Pfizer Inc
|
8,877 | $213,758 | |
| 3 | MRK |
Merck & Co., Inc.
|
793 | $101,900 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
1,389 | $80,034 | |
| 5 | NVO |
Novo Nordisk A S
|
1,596 | $76,512 | |
| 6 | JNJ |
Johnson & Johnson
|
259 | $65,778 | |
| 7 | ABBV |
AbbVie Inc.
|
100 | $25,164 | |
| 8 | AMGN |
Amgen Inc
|
33 | $11,949 |
All Filings in BMY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,034 | 1,389 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $130,761 | 2,156 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $87,382 | 1,620 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23,903 | 530 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,988 | 367 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,441 | 204 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $678 | 12 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||