Fortis Capital Advisors, LLC
Position in BMY — Bristol Myers Squibb Co
CIK 1959790
PRAIRIE VILLAGE, KS
Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$794,867
+$64,520 QoQ
Shares Held
13,795
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,291
of 2,514 holders
Holding Since
Dec 2022
6 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, 2026Fortis Capital Advisors, LLC holds $12,414,388 across 8 Drug Manufacturers - General names. BMY ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,684 | $4,418,700 | |
| 2 | ABBV |
AbbVie Inc.
|
16,124 | $4,057,443 | |
| 3 | JNJ |
Johnson & Johnson
|
4,470 | $1,135,245 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
13,795 | $794,867 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,018 | $644,813 | |
| 6 | PFE |
Pfizer Inc
|
21,511 | $517,984 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,369 | $425,639 | |
| 8 | AMGN |
Amgen Inc
|
1,159 | $419,697 |
All Filings in BMY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,867 | 13,795 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $730,347 | 12,042 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $517,608 | 9,596 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $1,213,761 | 19,901 | Shares | Sole | 2025-05-20 | |
| 2023-03-31 | $8,663 | 125 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $41,371 | 575 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||