Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,160,903
-$510,172 QoQ
Shares Held
106,923
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#490
of 2,506 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $274,588,072 across 15 Drug Manufacturers - General names. BMY ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
64,452 | $77,305,668 | |
| 2 | JNJ |
Johnson & Johnson
|
300,713 | $76,372,080 | |
| 3 | ABBV |
AbbVie Inc.
|
142,911 | $35,962,124 | |
| 4 | MRK |
Merck & Co., Inc.
|
242,175 | $31,119,487 | |
| 5 | AMGN |
Amgen Inc
|
56,408 | $20,426,464 | |
| 6 | PFE |
Pfizer Inc
|
350,351 | $8,436,452 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
51,132 | $6,460,016 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
106,923 | $6,160,903 |
All Filings in BMY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,160,903 | 106,923 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,671,075 | 109,993 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,699,576 | 87,126 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,504,134 | 77,697 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,156,515 | 68,190 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,491,661 | 90,042 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,159,535 | 73,542 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,234,733 | 62,519 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,093,694 | 74,493 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,785,308 | 69,801 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,353,108 | 65,350 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,991,004 | 68,763 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,036,012 | 63,112 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,966,819 | 57,233 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,252,604 | 59,105 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,626,727 | 51,016 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,051,278 | 52,614 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,645,073 | 36,219 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,868,193 | 29,963 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||