Position in BMY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,080
-$69,266 QoQ
Shares Held
2,084
-33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,220
of 2,506 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,677,767 across 13 Drug Manufacturers - General names. BMY ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
1,877 | $472,328 | |
| 2 | AMGN |
Amgen Inc
|
1,141 | $413,178 | |
| 3 | PFE |
Pfizer Inc
|
15,343 | $369,459 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
955 | $120,654 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
2,084 | $120,080 | |
| 6 | NVS |
Novartis AG
|
265 | $41,530 | |
| 7 | NVO |
Novo Nordisk A S
|
820 | $39,310 | |
| 8 | MRK |
Merck & Co., Inc.
|
258 | $33,153 |
All Filings in BMY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,080 | 2,084 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $189,346 | 3,122 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $167,802 | 3,111 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $139,806 | 3,100 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $149,836 | 3,237 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $196,748 | 3,226 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $185,343 | 3,277 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||