Position in BMY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,662,797
-$27,033 QoQ
Shares Held
28,858
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#914
of 2,506 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $37,645,467 across 10 Drug Manufacturers - General names. BMY ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,312 | $18,365,673 | |
| 2 | ABBV |
AbbVie Inc.
|
25,963 | $6,533,329 | |
| 3 | JNJ |
Johnson & Johnson
|
13,727 | $3,486,246 | |
| 4 | MRK |
Merck & Co., Inc.
|
18,355 | $2,358,617 | |
| 5 | AZN |
Astrazeneca PLC
|
10,599 | $2,009,782 | |
| 6 | BMY |
Bristol Myers Squibb Co
This page
|
28,858 | $1,662,797 | |
| 7 | AMGN |
Amgen Inc
|
4,072 | $1,474,552 | |
| 8 | PFE |
Pfizer Inc
|
36,216 | $872,081 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662,797 | 28,858 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,689,830 | 27,862 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,515,444 | 28,095 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,247,691 | 27,665 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,567,379 | 33,860 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,312,313 | 37,913 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,045,662 | 36,168 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,394,186 | 26,946 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,094,979 | 26,366 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,434,329 | 26,449 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,369,002 | 26,681 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,749,847 | 30,149 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,101,460 | 32,861 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,110,836 | 30,455 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,203,037 | 30,619 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,226,680 | 31,322 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,415,336 | 31,368 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,310,523 | 31,638 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,466,503 | 39,559 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,812,850 | 30,638 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,269,674 | 33,967 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,168,389 | 34,348 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,111,873 | 34,046 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,850,963 | 30,701 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,886,539 | 32,084 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,051,622 | 36,807 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||