BEACON INVESTMENT ADVISORS LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1961635 Gaithersburg, MD

Position in BMY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$601,956

-$31,715 QoQ

Shares Held

10,447

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,428

of 2,506 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $4,237,923 across 6 Drug Manufacturers - General names. BMY ranks #4 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	5,788	$1,469,978
2	AMGN	Amgen Inc	1,847	$668,835
3	MRK	Merck & Co., Inc.	5,120	$657,920
4	BMY	Bristol Myers Squibb Co This page	10,447	$601,956
5	NVS	Novartis AG	3,000	$470,160
6	PFE	Pfizer Inc	15,327	$369,074

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,956	10,447	-0.0%	Shares	Sole	2026-08-13
2026-03-31	$633,671	10,448	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$566,046	10,494	-0.1%	Shares	Sole	2026-02-17
2025-09-30	$473,730	10,504	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$486,183	10,503	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$640,029	10,494	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$590,033	10,432	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$539,337	10,424	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$432,576	10,416	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.