HERITAGE INVESTORS MANAGEMENT CORP
Position in BMY — Bristol Myers Squibb Co
CIK 937589
BETHESDA, MD
Position in BMY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,036,669
-$1,262,858 QoQ
Shares Held
122,122
-10.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#459
of 2,506 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $146,479,718 across 8 Drug Manufacturers - General names. BMY ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
160,709 | $40,815,264 | |
| 2 | MRK |
Merck & Co., Inc.
|
316,592 | $40,682,072 | |
| 3 | AMGN |
Amgen Inc
|
53,423 | $19,345,536 | |
| 4 | ABBV |
AbbVie Inc.
|
66,424 | $16,714,935 | |
| 5 | LLY |
ELI LILLY & Co
|
11,056 | $13,260,899 | |
| 6 | PFE |
Pfizer Inc
|
334,402 | $8,052,400 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
122,122 | $7,036,669 | |
| 8 | OGN |
Organon & Co.
|
42,241 | $571,943 |
All Filings in BMY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,036,669 | 122,122 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,299,527 | 136,843 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,468,100 | 138,452 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,639,486 | 147,217 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,103,339 | 153,453 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,383,799 | 153,858 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,025,335 | 159,571 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,441,070 | 163,144 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,796,052 | 163,642 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,686,778 | 160,184 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,456,728 | 145,327 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,552,135 | 147,349 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,834,167 | 153,779 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $10,756,912 | 155,200 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $11,203,622 | 155,714 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $11,236,627 | 158,062 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,230,603 | 158,839 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,201,560 | 167,076 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,411,203 | 166,980 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $9,916,655 | 167,596 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,180,522 | 167,323 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,393,155 | 164,631 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,129,809 | 163,305 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $9,907,877 | 164,337 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,644,905 | 164,029 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,025,922 | 161,929 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||