Meridian Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Meridian Financial Partners’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	-3,465	Closed	-$211K	–	106
2025 Q1	$211K	Buy	+3,465	New	+$202K	0.11%	102
2022 Q3	–	Sell	-2,862	Closed	-$214K	–	47
2022 Q2	$214K	Buy	+2,862	New	+$218K	0.15%	85
2021 Q1	–	Sell	-10,059	Closed	-$666K	–	71
2020 Q4	$666K	Sell	10,059 -401	-4%	-$24.7K	0.51%	39
2020 Q3	$624K	Buy	10,460 +18	+0.2%	+$1.08K	0.53%	37
2020 Q2	$604K	Buy	10,442 +3,508	+51%	+$210K	0.55%	36
2020 Q1	$420K	Buy	6,934 +382	+6%	+$23.3K	0.45%	44
2019 Q4	$418K	Sell	6,552 -219	-3%	-$12.5K	0.42%	42
2019 Q3	$333K	Buy	6,771 +571	+9%	+$26.8K	0.37%	44
2019 Q2	$285K	Buy	6,200 +639	+11%	+$29.8K	0.32%	46
2019 Q1	$255K	Buy	5,561 +176	+3%	+$8.77K	0.29%	47
2018 Q4	$280K	Buy	+5,385	New	+$289K	0.38%	43

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Financial Partners's BMY Position: Q2 2025 in Review

Meridian Financial Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,465 shares — an estimated $211K sold.

Meridian Financial Partners first reported a position in BMY in Q4 2018 and held it in 11 quarters. The position peaked at $666K in Q4 2020. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Meridian Financial Partners reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Meridian Financial Partners sold 3,465 Bristol-Myers Squibb shares in Q2 2025, an estimated $211K.
Meridian Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 11 quarters.
Meridian Financial Partners's Bristol-Myers Squibb position peaked at $666K in Q4 2020.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Meridian Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.