Position in BMY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$360,413
-$37,754 QoQ
Shares Held
6,255
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,744
of 2,506 holders
Holding Since
Mar 2023
13 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, 2026NWF Advisory Services Inc. holds $14,660,430 across 10 Drug Manufacturers - General names. BMY ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,825 | $3,227,283 | |
| 2 | LLY |
ELI LILLY & Co
|
2,136 | $2,561,982 | |
| 3 | JNJ |
Johnson & Johnson
|
9,493 | $2,410,937 | |
| 4 | AMGN |
Amgen Inc
|
5,766 | $2,087,983 | |
| 5 | MRK |
Merck & Co., Inc.
|
14,785 | $1,899,872 | |
| 6 | PFE |
Pfizer Inc
|
38,937 | $937,602 | |
| 7 | AZN |
Astrazeneca PLC
|
3,332 | $631,813 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
6,255 | $360,413 |
All Filings in BMY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,413 | 6,255 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $398,167 | 6,565 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $345,431 | 6,404 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $279,710 | 6,202 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $307,411 | 6,641 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $398,813 | 6,539 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $328,445 | 6,348 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $263,217 | 6,338 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $373,753 | 6,892 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $345,418 | 6,732 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $321,657 | 5,542 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $312,715 | 4,890 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $338,925 | 4,890 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||