Position in BMY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,397,774
-$1,780,329 QoQ
Shares Held
128,389
-15.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#447
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, 2026Clearstead Advisors, LLC holds $207,269,806 across 16 Drug Manufacturers - General names. BMY ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
55,467 | $66,528,789 | |
| 2 | JNJ |
Johnson & Johnson
|
234,177 | $59,473,932 | |
| 3 | ABBV |
AbbVie Inc.
|
111,021 | $27,937,324 | |
| 4 | AMGN |
Amgen Inc
|
40,211 | $14,561,207 | |
| 5 | MRK |
Merck & Co., Inc.
|
112,376 | $14,440,316 | |
| 6 | BMY |
Bristol Myers Squibb Co
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|
128,389 | $7,397,774 | |
| 7 | PFE |
Pfizer Inc
|
197,145 | $4,747,251 | |
| 8 | NVS |
Novartis AG
|
25,239 | $3,955,456 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,397,774 | 128,389 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,178,103 | 151,329 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,790,668 | 125,893 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,286,622 | 117,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,506,426 | 118,955 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,747,018 | 110,625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,317,582 | 111,697 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,246,673 | 120,732 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,131,073 | 123,551 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,266,055 | 60,226 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,427,508 | 66,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,691,721 | 80,836 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,803,924 | 75,120 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,244,063 | 75,661 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,451,147 | 75,763 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,032,532 | 70,791 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,762,218 | 74,834 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,480,755 | 75,048 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,621,506 | 74,122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,304,795 | 72,753 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,767,607 | 71,350 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,054,461 | 64,224 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,661,258 | 59,024 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,639,707 | 60,370 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,981,348 | 67,710 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,191,951 | 57,265 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||