Position in BMY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$160,644
-$19,729 QoQ
Shares Held
2,788
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,185
of 2,506 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Derivatives in BMY
reported options exposure · as of Mar 31, 2026CallValue
$1,637
CallShares
27
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Strive Financial Group ,LLC holds $7,909,425 across 13 Drug Manufacturers - General names. BMY ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,477 | $5,369,848 | |
| 2 | AMGN |
Amgen Inc
|
1,957 | $708,668 | |
| 3 | ABBV |
AbbVie Inc.
|
2,182 | $549,078 | |
| 4 | NVO |
Novo Nordisk A S
|
7,335 | $351,639 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
2,213 | $279,590 | |
| 6 | PFE |
Pfizer Inc
|
9,474 | $228,133 | |
| 7 | JNJ |
Johnson & Johnson
|
734 | $186,413 | |
| 8 | BMY |
Bristol Myers Squibb Co
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|
2,788 | $160,644 |
All Filings in BMY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,644 | 2,788 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $180,373 | 2,974 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,637 | 27 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $160,417 | 2,974 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||