Position in BMY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$254,391
-$20,960 QoQ
Shares Held
4,415
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,982
of 2,506 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $17,901,500 across 7 Drug Manufacturers - General names. BMY ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
115,340 | $14,821,189 | |
| 2 | JNJ |
Johnson & Johnson
|
5,699 | $1,447,374 | |
| 3 | ABBV |
AbbVie Inc.
|
2,017 | $507,556 | |
| 4 | LLY |
ELI LILLY & Co
|
317 | $380,218 | |
| 5 | PFE |
Pfizer Inc
|
13,796 | $332,206 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
4,415 | $254,391 | |
| 7 | OGN |
Organon & Co.
|
11,711 | $158,566 |
All Filings in BMY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,391 | 4,415 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $275,351 | 4,540 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $247,907 | 4,596 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $304,244 | 6,746 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $376,245 | 8,128 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $489,810 | 8,031 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $450,386 | 7,963 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $333,412 | 6,444 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $276,007 | 6,646 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $331,019 | 6,104 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $264,451 | 5,154 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $328,970 | 5,668 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $373,467 | 5,840 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $404,769 | 5,840 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $409,683 | 5,694 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||