Position in BMY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$216,420
+$30,286 QoQ
Shares Held
3,756
+22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#831
of 1,032 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $42,475,367 across 16 Drug Manufacturers - General names. BMY ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
29,603 | $35,506,729 | |
| 2 | AMGN |
Amgen Inc
|
6,017 | $2,178,876 | |
| 3 | MRK |
Merck & Co., Inc.
|
16,797 | $2,158,414 | |
| 4 | JNJ |
Johnson & Johnson
|
4,257 | $1,081,150 | |
| 5 | ABBV |
AbbVie Inc.
|
1,839 | $462,765 | |
| 6 | PFE |
Pfizer Inc
|
14,841 | $357,371 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,696 | $340,612 | |
| 8 | BMY |
Bristol Myers Squibb Co
This page
|
3,756 | $216,420 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,420 | 3,756 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $186,134 | 3,069 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $168,454 | 3,123 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $51,098 | 1,133 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $51,983 | 1,123 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $54,037 | 886 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $42,363 | 749 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,114 | 698 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $28,987 | 698 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $37,852 | 698 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $30,067 | 586 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $32,096 | 553 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,334 | 662 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $35,070 | 506 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $36,406 | 506 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $40,592 | 571 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $50,050 | 650 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $47,469 | 650 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $431,960 | 6,928 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $380,936 | 6,438 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $443,952 | 6,644 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $327,076 | 5,181 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $320,384 | 5,165 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $325,867 | 5,405 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $88,846 | 1,511 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $74,468 | 1,336 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||