Position in BMY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$308,843
-$107,216 QoQ
Shares Held
5,360
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,859
of 2,506 holders
Holding Since
Dec 2025
3 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, 2026FORTERIS WEALTH MANAGEMENT INC. holds $4,184,332 across 4 Drug Manufacturers - General names. BMY ranks #4 (7.4% of the industry book) .
All Filings in BMY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,843 | 5,360 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $416,059 | 6,860 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $631,098 | 11,700 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||