AVAII WEALTH MANAGEMENT, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1904431 APPLETON, WI

Position in BMY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$983,976

-$75,154 QoQ

Shares Held

17,077

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,174

of 2,506 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AVAII WEALTH MANAGEMENT, LLC holds $5,599,424 across 5 Drug Manufacturers - General names. BMY ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,665	$1,997,051
2	MRK	Merck & Co., Inc.	12,242	$1,573,097
3	BMY	Bristol Myers Squibb Co This page	17,077	$983,976
4	NVO	Novo Nordisk A S	13,047	$625,473
5	GILD	Gilead Sciences, Inc.	3,323	$419,827

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,976	17,077	-2.2%	Shares	Defined	2026-08-10
2026-03-31	$1,059,130	17,463	+0.1%	Shares	Defined	2026-04-21
2025-12-31	$941,091	17,447	+16.4%	Shares	Defined	2026-01-13
2025-09-30	$676,139	14,992	-81.7%	Shares	Defined	2025-10-20
2025-06-30	$3,782,865	81,721	+4.0%	Shares	Sole	2025-07-15
2025-03-31	$4,793,631	78,597	+590.9%	Shares	Defined	2025-04-16
2024-12-31	$643,426	11,376	-6.1%	Shares	Defined	2025-01-21
2024-09-30	$627,088	12,120	+18.6%	Shares	Defined	2024-10-16
2024-06-30	$424,478	10,221	—	Shares	Defined	2024-07-31
No filing history on record for this holder in this stock.