Position in BMY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$452,086
-$10,734 QoQ
Shares Held
7,846
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,603
of 2,506 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $7,036,128 across 10 Drug Manufacturers - General names. BMY ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,469 | $1,761,962 | |
| 2 | JNJ |
Johnson & Johnson
|
5,744 | $1,458,803 | |
| 3 | AMGN |
Amgen Inc
|
2,525 | $914,353 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,015 | $772,927 | |
| 5 | NVS |
Novartis AG
|
3,929 | $615,752 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
7,846 | $452,086 | |
| 7 | SNY |
Sanofi
|
8,403 | $358,471 | |
| 8 | ABBV |
AbbVie Inc.
|
995 | $250,381 |
All Filings in BMY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,086 | 7,846 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $462,820 | 7,631 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $432,814 | 8,024 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $372,616 | 8,262 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $332,871 | 7,191 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $274,637 | 4,503 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $269,904 | 4,772 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $262,166 | 5,067 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $202,915 | 4,886 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||