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Meramec Financial Planners’s Bristol-Myers Squibb BMY Stock Holding History

Meramec Financial Planners’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
2026
Q2 		– Sell
-43
Closed -$2.54K – 557
2026
Q1 		$2.54K Sell
43
-804
-95% -$46.9K ﹤0.01% 434
2025
Q4 		$52.5K Buy
+847
New +$40.7K 0.02% 206

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meramec Financial Planners's BMY Position: Q2 2026 in Review

Meramec Financial Planners sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 43 shares — an estimated $2.54K sold.

Meramec Financial Planners first reported a position in BMY in Q4 2025 and held it in 2 quarters. The position peaked at $52.5K in Q4 2025. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Meramec Financial Planners reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 43 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.54K.
  • Meramec Financial Planners first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 2 quarters.
  • Meramec Financial Planners's Bristol-Myers Squibb position peaked at $52.5K in Q4 2025.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.