Position in BMY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$200,344
-$9,106 QoQ
Shares Held
3,477
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,160
of 2,506 holders
Holding Since
Dec 2021
3 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, 2026Amplius Wealth Advisors, LLC holds $5,162,556 across 7 Drug Manufacturers - General names. BMY ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,887 | $1,749,091 | |
| 2 | LLY |
ELI LILLY & Co
|
1,260 | $1,511,281 | |
| 3 | ABBV |
AbbVie Inc.
|
3,241 | $815,565 | |
| 4 | PFE |
Pfizer Inc
|
14,251 | $343,164 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,153 | $276,660 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,109 | $266,451 | |
| 7 | BMY |
Bristol Myers Squibb Co
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|
3,477 | $200,344 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,344 | 3,477 | Shares | Sole | 2026-07-17 | |
| 2022-03-31 | $209,450 | 2,868 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $193,783 | 3,108 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||