Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$793,715
-$47,803 QoQ
Shares Held
13,775
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,291
of 2,506 holders
Holding Since
Dec 2021
19 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, 2026WEALTH EFFECTS LLC holds $10,574,441 across 8 Drug Manufacturers - General names. BMY ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
10,756 | $2,706,639 | |
| 2 | PFE |
Pfizer Inc
|
78,083 | $1,880,238 | |
| 3 | JNJ |
Johnson & Johnson
|
6,920 | $1,757,472 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,164 | $1,306,074 | |
| 5 | AMGN |
Amgen Inc
|
2,905 | $1,051,958 | |
| 6 | LLY |
ELI LILLY & Co
|
742 | $889,977 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
13,775 | $793,715 | |
| 8 | OGN |
Organon & Co.
|
13,912 | $188,368 |
All Filings in BMY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,715 | 13,775 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $841,518 | 13,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $845,509 | 15,675 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $776,892 | 17,226 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $817,064 | 17,651 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,084,158 | 17,776 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $840,029 | 14,852 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $780,083 | 15,077 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $453,798 | 10,927 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $606,616 | 11,186 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,394,400 | 27,176 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $685,162 | 11,805 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $834,739 | 13,053 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $912,258 | 13,162 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $958,805 | 13,326 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,068,127 | 15,025 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,156,848 | 15,024 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,097,202 | 15,024 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $971,911 | 15,588 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||