J. Derek Lewis & Associates Inc.
Position in BMY — Bristol Myers Squibb Co
CIK 2077884
NEWPORT BEACH, CA
Position in BMY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$563,120
-$68,307 QoQ
Shares Held
9,773
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,465
of 2,514 holders
Holding Since
Dec 2025
3 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, 2026J. Derek Lewis & Associates Inc. holds $8,356,427 across 7 Drug Manufacturers - General names. BMY ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
18,944 | $4,767,068 | |
| 2 | LLY |
ELI LILLY & Co
|
1,137 | $1,363,752 | |
| 3 | JNJ |
Johnson & Johnson
|
2,661 | $675,814 | |
| 4 | BMY |
Bristol Myers Squibb Co
This page
|
9,773 | $563,120 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,063 | $386,979 | |
| 6 | AMGN |
Amgen Inc
|
858 | $310,698 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,249 | $288,996 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,120 | 9,773 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $631,427 | 10,411 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $431,681 | 8,003 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||