Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,695,285
-$616,894 QoQ
Shares Held
64,132
-19.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#633
of 2,506 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $98,243,880 across 12 Drug Manufacturers - General names. BMY ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,821 | $26,172,764 | |
| 2 | JNJ |
Johnson & Johnson
|
90,046 | $22,868,982 | |
| 3 | ABBV |
AbbVie Inc.
|
87,916 | $22,123,182 | |
| 4 | MRK |
Merck & Co., Inc.
|
62,830 | $8,073,655 | |
| 5 | AMGN |
Amgen Inc
|
14,656 | $5,307,230 | |
| 6 | PFE |
Pfizer Inc
|
202,855 | $4,884,748 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
64,132 | $3,695,285 | |
| 8 | NVS |
Novartis AG
|
10,748 | $1,684,426 |
All Filings in BMY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,695,285 | 64,132 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $4,312,179 | 79,944 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,493,851 | 77,469 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,044,308 | 65,766 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,960,080 | 64,930 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,876,056 | 68,530 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,847,024 | 74,353 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,196,065 | 76,958 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,988,833 | 73,554 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,085,783 | 60,140 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,585,972 | 44,555 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,224,770 | 19,152 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,993,563 | 28,763 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,091,586 | 29,070 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,597,036 | 22,465 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,750,903 | 22,739 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,502,884 | 20,579 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,278,175 | 20,500 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||