MeadowBrook Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MeadowBrook Investment Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-150	Closed	-$9.15K	–	240
2025 Q1	$9.15K	Hold	150	–	–	0.01%	253
2024 Q4	$8.48K	Hold	150	–	–	0.01%	261
2024 Q3	$7.76K	Hold	150	–	–	0.01%	259
2024 Q2	$6.23K	Hold	150	–	–	0.01%	255
2024 Q1	$8.13K	Sell	150 -315	-68%	-$16K	0.01%	251
2023 Q4	$23.9K	Buy	+465	New	+$24.4K	0.02%	211

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MeadowBrook Investment Advisors's BMY Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 150 shares — an estimated $9.15K sold.

MeadowBrook Investment Advisors first reported a position in BMY in Q4 2023 and held it in 6 quarters. The position peaked at $23.9K in Q4 2023. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 150 Bristol-Myers Squibb shares in Q2 2025, an estimated $9.15K.
MeadowBrook Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's Bristol-Myers Squibb position peaked at $23.9K in Q4 2023.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.