Position in BMY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$40,794
-$2,146 QoQ
Shares Held
708
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,345
of 2,506 holders
Holding Since
Jun 2023
4 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, 2026Beacon Financial Strategies CORP holds $2,982,740 across 9 Drug Manufacturers - General names. BMY ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
801 | $960,743 | |
| 2 | GSK |
GSK plc
|
11,358 | $595,386 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,796 | $487,786 | |
| 4 | JNJ |
Johnson & Johnson
|
1,704 | $432,764 | |
| 5 | ABBV |
AbbVie Inc.
|
791 | $199,047 | |
| 6 | PFE |
Pfizer Inc
|
7,714 | $185,753 | |
| 7 | NVS |
Novartis AG
|
489 | $76,636 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
708 | $40,794 |
All Filings in BMY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,794 | 708 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $42,940 | 708 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $38,351 | 711 | Shares | Sole | 2026-01-12 | |
| 2023-06-30 | $570,242 | 8,917 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||