Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,585
+$143,284 QoQ
Shares Held
6,796
+66.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,683
of 2,506 holders
Holding Since
Dec 2021
16 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, 2026Resurgent Financial Advisors LLC holds $18,383,670 across 8 Drug Manufacturers - General names. BMY ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,580 | $6,692,819 | |
| 2 | JNJ |
Johnson & Johnson
|
22,360 | $5,678,769 | |
| 3 | AMGN |
Amgen Inc
|
4,679 | $1,694,359 | |
| 4 | ABBV |
AbbVie Inc.
|
5,944 | $1,495,748 | |
| 5 | PFE |
Pfizer Inc
|
52,559 | $1,265,620 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,331 | $942,033 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
6,796 | $391,585 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,763 | $222,737 |
All Filings in BMY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,585 | 6,796 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $248,301 | 4,094 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $235,016 | 4,357 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $281,529 | 4,616 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $300,559 | 5,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $226,776 | 4,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $252,004 | 6,068 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $179,020 | 3,489 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $210,917 | 3,634 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,179 | 3,615 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $222,554 | 3,211 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $615,820 | 8,559 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $508,293 | 7,150 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $539,616 | 7,008 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $472,650 | 6,472 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $204,570 | 3,281 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||