Allen Mooney & Barnes Investment Advisors LLC
Position in BMY — Bristol Myers Squibb Co
CIK 2001461
Thomasville, GA
Position in BMY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,904,398
-$156,185 QoQ
Shares Held
33,051
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#860
of 2,506 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $48,976,902 across 7 Drug Manufacturers - General names. BMY ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
81,986 | $20,630,957 | |
| 2 | MRK |
Merck & Co., Inc.
|
126,728 | $16,284,548 | |
| 3 | LLY |
ELI LILLY & Co
|
4,815 | $5,775,255 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
15,709 | $1,984,675 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
33,051 | $1,904,398 | |
| 6 | JNJ |
Johnson & Johnson
|
7,301 | $1,854,234 | |
| 7 | PFE |
Pfizer Inc
|
22,543 | $542,835 |
All Filings in BMY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,398 | 33,051 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,060,583 | 33,975 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,846,150 | 34,226 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,526,454 | 33,846 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,563,305 | 33,772 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,024,807 | 33,199 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,854,772 | 32,793 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,867,814 | 36,100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,507,497 | 36,299 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,962,149 | 36,182 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,920,584 | 37,431 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,141,385 | 36,895 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $2,380,794 | 37,229 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $2,562,945 | 36,978 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $2,770,866 | 38,511 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $2,911,348 | 40,953 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $3,213,980 | 41,740 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $3,097,275 | 42,411 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||