SEC 13F Intelligence

Ellsworth Advisors, LLC / BMY

Ellsworth Advisors, LLC’s Bristol-Myers Squibb Co Position

Does Ellsworth Advisors, LLC own Bristol-Myers Squibb Co (BMY)? Yes125.5K shares worth $7M (+1.21% of its 13F portfolio) as of Q2 2026, up from 121.7K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
125.5K
% of Portfolio
+1.21%
Quarters Held
14
currently held

Position History BMY

Reported value by quarter
Q4 ’20: $224,000Q4 ’20Q1 ’21: $216,000Q2 ’21: $224,000Q2 ’21Q1 ’22: $243,000Q2 ’22: $497,000Q2 ’22Q3 ’22: $492,000Q4 ’22: $625,725Q4 ’22Q1 ’23: $702,865Q2 ’23: $679,328Q2 ’23Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26Q2 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026125.5K$7M+1.21%
Q1 2026121.7K$7M+1.39%
Q4 2025115.9K$7M+1.30%
Q3 2025106.0K$5M+0.99%
Q2 2025101.5K$5M+1.14%
Q2 202310.6K$679,328+0.23%
Q1 202310.1K$702,865+0.25%
Q4 20228.7K$625,725+0.23%
Q3 20226.9K$492,000+0.21%
Q2 20226.5K$497,000+0.20%
Q1 20223.1K$243,000+0.09%
Q2 20213.4K$224,000+0.11%
Q1 20213.4K$216,000+0.13%
Q4 20203.6K$224,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellsworth Advisors, LLC’s full portfolio or all institutional holders of BMY.