Quantum Financial Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1929139
SANTA MONICA, CA
Position in BMY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$282,453
-$14,732 QoQ
Shares Held
4,902
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,921
of 2,514 holders
Holding Since
Dec 2022
6 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, 2026Quantum Financial Advisors, LLC holds $7,764,672 across 8 Drug Manufacturers - General names. BMY ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,589 | $1,905,894 | |
| 2 | AMGN |
Amgen Inc
|
4,460 | $1,615,055 | |
| 3 | JNJ |
Johnson & Johnson
|
5,447 | $1,383,374 | |
| 4 | ABBV |
AbbVie Inc.
|
3,480 | $875,707 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,793 | $872,900 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,371 | $425,892 | |
| 7 | NVS |
Novartis AG
|
2,574 | $403,397 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
4,902 | $282,453 |
All Filings in BMY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,453 | 4,902 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $297,185 | 4,900 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $235,825 | 4,372 | Shares | Sole | 2026-01-12 | |
| 2025-03-31 | $228,895 | 3,753 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $293,150 | 5,183 | Shares | Sole | 2025-01-14 | |
| 2022-12-31 | $202,755 | 2,818 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||