Envestnet Portfolio Solutions, Inc.

Position in BMY — Bristol Myers Squibb Co

CIK 1998033 BERWYN, PA

Position in BMY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,252,576

+$1,029,702 QoQ

Shares Held

108,514

+26.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#489

of 2,506 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $145,353,758 across 14 Drug Manufacturers - General names. BMY ranks #7 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	41,689	$50,003,041
2	ABBV	AbbVie Inc.	89,324	$22,477,491
3	JNJ	Johnson & Johnson	71,666	$18,201,014
4	MRK	Merck & Co., Inc.	105,500	$13,556,750
5	GILD	Gilead Sciences, Inc.	86,812	$10,967,828
6	AMGN	Amgen Inc	24,293	$8,796,981
7	BMY	Bristol Myers Squibb Co This page	108,514	$6,252,576
8	PFE	Pfizer Inc	179,745	$4,328,259

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,252,576	108,514	+26.0%	Shares	Sole	2026-07-20
2026-03-31	$5,222,874	86,115	-14.0%	Shares	Sole	2026-04-29
2025-12-31	$5,402,144	100,151	+0.5%	Shares	Sole	2026-02-06
2025-09-30	$4,493,628	99,637	-9.5%	Shares	Sole	2025-10-30
2025-06-30	$5,096,899	110,108	-37.2%	Shares	Sole	2025-07-25
2025-03-31	$10,687,338	175,231	-27.4%	Shares	Sole	2025-04-21
2024-12-31	$13,660,201	241,517	+15.2%	Shares	Sole	2025-02-10
2024-09-30	$10,846,411	209,633	+1.4%	Shares	Sole	2024-10-31
2024-06-30	$8,584,624	206,709	+10.0%	Shares	Sole	2024-07-16
2024-03-31	$10,193,504	187,968	+35.6%	Shares	Sole	2024-05-06
2023-12-31	$7,112,900	138,626	+78.9%	Shares	Sole	2024-02-07
2023-09-30	$4,498,506	77,507	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.