Position in BMY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,258,824
-$75,961 QoQ
Shares Held
21,847
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,038
of 2,514 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $8,876,809 across 9 Drug Manufacturers - General names. BMY ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,665 | $1,997,051 | |
| 2 | JNJ |
Johnson & Johnson
|
6,364 | $1,616,265 | |
| 3 | MRK |
Merck & Co., Inc.
|
12,019 | $1,544,441 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
21,847 | $1,258,824 | |
| 5 | ABBV |
AbbVie Inc.
|
3,621 | $911,188 | |
| 6 | BIIB |
Biogen Inc.
|
2,041 | $440,978 | |
| 7 | PFE |
Pfizer Inc
|
17,842 | $429,635 | |
| 8 | AMGN |
Amgen Inc
|
1,100 | $398,332 |
All Filings in BMY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,824 | 21,847 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,334,785 | 22,008 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,065,045 | 19,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $418,618 | 9,282 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $395,362 | 8,541 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $404,363 | 6,630 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||