Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$665,683
+$3,507 QoQ
Shares Held
11,553
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,390
of 2,506 holders
Holding Since
Sep 2025
4 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, 2026Michels Family Financial, LLC holds $2,462,394 across 4 Drug Manufacturers - General names. BMY ranks #1 (27.0% of the industry book) .
All Filings in BMY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,683 | 11,553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $662,176 | 10,918 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $606,717 | 11,248 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $498,715 | 11,058 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||