Position in BMY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$302,159
-$60,102 QoQ
Shares Held
5,244
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,883
of 2,506 holders
Holding Since
Mar 2020
14 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, 2026CALTON & ASSOCIATES, INC. holds $9,328,876 across 9 Drug Manufacturers - General names. BMY ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,827 | $3,390,788 | |
| 2 | JNJ |
Johnson & Johnson
|
6,320 | $1,605,090 | |
| 3 | MRK |
Merck & Co., Inc.
|
9,693 | $1,245,550 | |
| 4 | ABBV |
AbbVie Inc.
|
4,822 | $1,213,408 | |
| 5 | PFE |
Pfizer Inc
|
26,875 | $647,150 | |
| 6 | AMGN |
Amgen Inc
|
1,111 | $402,315 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
5,244 | $302,159 | |
| 8 | GSK |
GSK plc
|
5,418 | $284,011 |
All Filings in BMY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,159 | 5,244 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $362,261 | 6,716 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $802,125 | 15,503 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $406,661 | 9,792 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $584,924 | 10,786 | Shares | Sole | 2024-04-16 | |
| 2022-12-31 | $206,136 | 2,865 | Shares | Sole | 2023-01-18 | |
| 2021-12-31 | $258,440 | 4,145 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $356,617 | 6,027 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $439,541 | 6,578 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $409,208 | 6,482 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $525,456 | 8,471 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $615,802 | 10,214 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $674,024 | 11,463 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $596,808 | 10,707 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||