VISTA INVESTMENT PARTNERS LLC
Position in BMY — Bristol Myers Squibb Co
CIK 2023386
Oklahoma City, OK
Position in BMY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$333,389
-$20,867 QoQ
Shares Held
5,786
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,802
of 2,506 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Derivatives in BMY
reported options exposure · as of Jun 30, 2026CallValue
$103,716
CallShares
1,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026VISTA INVESTMENT PARTNERS LLC holds $16,540,802 across 8 Drug Manufacturers - General names. BMY ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
29,128 | $7,329,769 | |
| 2 | LLY |
ELI LILLY & Co
|
3,568 | $4,279,566 | |
| 3 | JNJ |
Johnson & Johnson
|
8,766 | $2,226,301 | |
| 4 | PFE |
Pfizer Inc
|
56,395 | $1,357,991 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,858 | $495,753 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
5,786 | $333,389 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,200 | $277,948 | |
| 8 | AMGN |
Amgen Inc
|
663 | $240,085 |
All Filings in BMY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,389 | 5,786 | Shares | Sole | 2026-07-09 | |
| 2026-06-30 | $103,716 | 1,800 | Call | Sole | 2026-07-09 | |
| 2026-03-31 | $354,256 | 5,841 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $314,308 | 5,827 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $241,600 | 5,357 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $247,466 | 5,346 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $329,467 | 5,402 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $296,657 | 5,245 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $286,587 | 5,539 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $229,619 | 5,529 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,571,151 | 28,972 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,523,701 | 29,696 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||