Position in BMY
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$41,947
-$2,024 QoQ
Shares Held
728
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,341
of 2,506 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $1,237,962 across 11 Drug Manufacturers - General names. BMY ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
773 | $279,918 | |
| 2 | ABBV |
AbbVie Inc.
|
908 | $228,489 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,459 | $187,481 | |
| 4 | LLY |
ELI LILLY & Co
|
143 | $171,518 | |
| 5 | JNJ |
Johnson & Johnson
|
660 | $167,620 | |
| 6 | NVO |
Novo Nordisk A S
|
2,150 | $103,071 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
728 | $41,947 | |
| 8 | PFE |
Pfizer Inc
|
1,648 | $39,683 |
All Filings in BMY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,947 | 728 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $43,971 | 725 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $40,131 | 744 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,464 | 742 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||