Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$345,720
-$18,180 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,775
of 2,506 holders
Holding Since
Dec 2024
7 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, 2026Trace Wealth Advisors, LLC holds $2,300,953 across 5 Drug Manufacturers - General names. BMY ranks #3 (15.0% of the industry book) .
All Filings in BMY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,720 | 6,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $363,900 | 6,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $323,640 | 6,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $296,983 | 6,585 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $339,907 | 7,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $447,849 | 7,343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $415,263 | 7,342 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||