Position in BMY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$221,030
-$294,313 QoQ
Shares Held
3,836
-54.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,086
of 2,506 holders
Holding Since
Dec 2024
7 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, 2026MFA Wealth Services holds $7,793,877 across 8 Drug Manufacturers - General names. BMY ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
6,409 | $2,320,827 | |
| 2 | LLY |
ELI LILLY & Co
|
1,507 | $1,807,541 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
7,719 | $975,218 | |
| 4 | ABBV |
AbbVie Inc.
|
3,401 | $855,827 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,305 | $810,192 | |
| 6 | JNJ |
Johnson & Johnson
|
2,247 | $570,670 | |
| 7 | NVS |
Novartis AG
|
1,484 | $232,572 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
3,836 | $221,030 |
All Filings in BMY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,030 | 3,836 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $515,343 | 8,497 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $443,171 | 8,216 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $302,801 | 6,714 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $293,756 | 6,346 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $385,578 | 6,322 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $359,721 | 6,360 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||