Position in BMY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,069,134
-$112,871 QoQ
Shares Held
35,910
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#826
of 2,506 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $36,055,157 across 9 Drug Manufacturers - General names. BMY ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,550 | $12,653,987 | |
| 2 | ABBV |
AbbVie Inc.
|
35,123 | $8,838,351 | |
| 3 | MRK |
Merck & Co., Inc.
|
31,620 | $4,063,170 | |
| 4 | JNJ |
Johnson & Johnson
|
15,267 | $3,877,359 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
35,910 | $2,069,134 | |
| 6 | PFE |
Pfizer Inc
|
81,250 | $1,956,500 | |
| 7 | AMGN |
Amgen Inc
|
3,526 | $1,276,835 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,624 | $836,876 |
All Filings in BMY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,069,134 | 35,910 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,182,005 | 35,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,948,960 | 36,132 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,703,291 | 37,767 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,722,404 | 37,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,236,686 | 36,673 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,978,921 | 34,988 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,883,180 | 36,397 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,430,376 | 34,442 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,784,871 | 32,913 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,628,784 | 31,744 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,954,090 | 33,668 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,085,857 | 32,617 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,306,151 | 33,273 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,327,366 | 32,347 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,120,117 | 29,823 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,306,150 | 29,950 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,201,635 | 30,147 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,853,478 | 29,727 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,601,909 | 27,073 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||