Position in BMY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,750,303
-$535,099 QoQ
Shares Held
99,797
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#516
of 2,514 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $39,724,354 across 12 Drug Manufacturers - General names. BMY ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
31,341 | $7,959,673 | |
| 2 | LLY |
ELI LILLY & Co
|
5,743 | $6,888,327 | |
| 3 | MRK |
Merck & Co., Inc.
|
51,984 | $6,679,944 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
99,797 | $5,750,303 | |
| 5 | NVS |
Novartis AG
|
21,893 | $3,431,070 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
20,202 | $2,552,320 | |
| 7 | GSK |
GSK plc
|
35,074 | $1,838,579 | |
| 8 | ABBV |
AbbVie Inc.
|
6,889 | $1,733,547 |
All Filings in BMY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,750,303 | 99,797 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,285,402 | 103,634 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,514,717 | 102,238 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||