Position in BMY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$609,734
-$608,868 QoQ
Shares Held
10,582
-60.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,419
of 2,506 holders
Holding Since
Jun 2024
5 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, 2026Unique Wealth Strategies, LLC holds $3,783,462 across 5 Drug Manufacturers - General names. BMY ranks #4 (16.1% of the industry book) .
All Filings in BMY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,734 | 10,582 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $1,218,602 | 27,020 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $564,552 | 12,196 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $297,039 | 5,741 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $7,060 | 170 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||