Beaird Harris Wealth Management, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1908938
DALLAS, TX
Position in BMY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$92,595
-$4,626 QoQ
Shares Held
1,607
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,256
of 2,514 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, 2026Beaird Harris Wealth Management, LLC holds $2,614,254 across 10 Drug Manufacturers - General names. BMY ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
3,016 | $758,946 | |
| 2 | LLY |
ELI LILLY & Co
|
493 | $591,319 | |
| 3 | JNJ |
Johnson & Johnson
|
2,106 | $534,860 | |
| 4 | AMGN |
Amgen Inc
|
1,098 | $397,607 | |
| 5 | PFE |
Pfizer Inc
|
5,560 | $133,884 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
1,607 | $92,595 | |
| 7 | MRK |
Merck & Co., Inc.
|
588 | $75,558 | |
| 8 | NVS |
Novartis AG
|
78 | $12,224 |
All Filings in BMY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,595 | 1,607 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $97,221 | 1,603 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $94,341 | 1,749 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $77,617 | 1,721 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $83,136 | 1,796 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $102,585 | 1,682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $93,606 | 1,655 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,092 | 427 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $42,360 | 1,020 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $55,043 | 1,015 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,874 | 1,011 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $58,504 | 1,008 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $64,269 | 1,005 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $69,448 | 1,002 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $80,799 | 1,123 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $85,165 | 1,198 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $46,123 | 599 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $87,124 | 1,193 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $74,258 | 1,191 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||