Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$242,753
-$20,164 QoQ
Shares Held
4,213
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,019
of 2,514 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $13,310,017 across 9 Drug Manufacturers - General names. BMY ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,871 | $3,443,563 | |
| 2 | JNJ |
Johnson & Johnson
|
13,304 | $3,378,816 | |
| 3 | ABBV |
AbbVie Inc.
|
9,796 | $2,465,065 | |
| 4 | AMGN |
Amgen Inc
|
5,655 | $2,047,788 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,862 | $881,767 | |
| 6 | PFE |
Pfizer Inc
|
15,236 | $366,882 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,175 | $274,789 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
4,213 | $242,753 |
All Filings in BMY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,753 | 4,213 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $262,917 | 4,335 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $232,643 | 4,313 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $291,932 | 6,473 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $300,607 | 6,494 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $401,192 | 6,578 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $374,483 | 6,621 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $356,229 | 6,885 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $305,868 | 7,365 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $430,260 | 7,934 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $434,133 | 8,461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $582,025 | 10,028 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||