Position in BMY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$448,571
-$13,582 QoQ
Shares Held
7,785
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,609
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, 2026True Wealth Design, LLC holds $2,552,581 across 16 Drug Manufacturers - General names. BMY ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,984 | $503,876 | |
| 2 | LLY |
ELI LILLY & Co
|
397 | $476,173 | |
| 3 | BMY |
Bristol Myers Squibb Co
This page
|
7,785 | $448,571 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,064 | $393,724 | |
| 5 | ABBV |
AbbVie Inc.
|
534 | $134,375 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
889 | $112,316 | |
| 7 | PFE |
Pfizer Inc
|
4,118 | $99,161 | |
| 8 | BIIB |
Biogen Inc.
|
365 | $78,861 |
All Filings in BMY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,571 | 7,785 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $462,153 | 7,620 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $333,672 | 6,186 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $48,437 | 1,074 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,388 | 138 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $87,520 | 1,435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $74,546 | 1,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $65,192 | 1,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,206 | 318 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,245 | 318 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,136 | 295 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,915 | 33 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,110 | 33 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,812 | 257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,830 | 359 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||