Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$203,110
+$169,753 QoQ
Shares Held
3,525
+540.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,151
of 2,505 holders
Holding Since
Mar 2024
8 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $2,575,482 across 12 Drug Manufacturers - General names. BMY ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
733 | $879,181 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,529 | $324,976 | |
| 3 | ABBV |
AbbVie Inc.
|
1,179 | $296,683 | |
| 4 | JNJ |
Johnson & Johnson
|
1,003 | $254,731 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,934 | $244,341 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
3,525 | $203,110 | |
| 7 | AZN |
Astrazeneca PLC
|
677 | $128,372 | |
| 8 | AMGN |
Amgen Inc
|
262 | $94,875 |
All Filings in BMY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,110 | 3,525 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $33,357 | 550 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $23,733 | 440 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,393 | 430 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,275 | 330 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $51,108 | 838 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $47,622 | 842 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $1,355 | 25 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||