Position in BMY
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,275,356
-$122,684 QoQ
Shares Held
39,489
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#783
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $104,588,687 across 10 Drug Manufacturers - General names. BMY ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
168,188 | $42,714,706 | |
| 2 | ABBV |
AbbVie Inc.
|
88,895 | $22,369,537 | |
| 3 | LLY |
ELI LILLY & Co
|
17,226 | $20,661,382 | |
| 4 | MRK |
Merck & Co., Inc.
|
87,699 | $11,269,321 | |
| 5 | BMY |
Bristol Myers Squibb Co
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|
39,489 | $2,275,356 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
14,844 | $1,875,390 | |
| 7 | PFE |
Pfizer Inc
|
64,658 | $1,556,964 | |
| 8 | NVS |
Novartis AG
|
5,610 | $879,199 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,356 | 39,489 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,398,040 | 39,539 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,133,542 | 39,554 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,750,060 | 38,804 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,796,237 | 38,804 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $3,054,928 | 50,089 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,861,313 | 50,589 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,079,378 | 40,189 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,972,218 | 47,489 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $5,397,023 | 99,521 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,616,957 | 109,471 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $8,970,256 | 154,553 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10,005,936 | 156,465 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $10,922,562 | 157,590 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $11,161,747 | 155,132 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $10,847,053 | 152,582 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $12,010,614 | 155,982 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $11,336,957 | 155,237 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $9,674,350 | 155,162 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $9,710,506 | 164,112 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $10,911,705 | 163,300 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $10,321,375 | 163,494 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $9,939,003 | 160,229 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $10,213,366 | 169,404 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $10,109,954 | 171,938 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $9,888,777 | 177,409 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||