Position in BMY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$936,670
+$257,876 QoQ
Shares Held
16,256
+45.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,201
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, 2026Confluence Wealth Services, Inc. holds $57,000,261 across 11 Drug Manufacturers - General names. BMY ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,311 | $15,965,614 | |
| 2 | JNJ |
Johnson & Johnson
|
49,349 | $12,533,165 | |
| 3 | ABBV |
AbbVie Inc.
|
38,846 | $9,775,207 | |
| 4 | AMGN |
Amgen Inc
|
17,600 | $6,373,312 | |
| 5 | MRK |
Merck & Co., Inc.
|
49,534 | $6,365,119 | |
| 6 | PFE |
Pfizer Inc
|
96,426 | $2,321,938 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,162 | $1,410,207 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
16,256 | $936,670 |
All Filings in BMY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,670 | 16,256 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $678,794 | 11,192 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $602,024 | 11,161 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $517,702 | 11,479 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $524,743 | 11,336 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $768,230 | 12,596 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $721,026 | 12,748 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $540,476 | 10,446 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $328,003 | 7,898 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $542,245 | 9,999 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $712,080 | 13,878 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,215,009 | 20,934 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,244,722 | 19,464 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,169,883 | 16,879 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $972,260 | 13,513 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $919,549 | 12,935 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,178,023 | 15,299 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,062,221 | 14,545 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $969,729 | 15,553 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||