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Meridian Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Meridian Wealth 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
2024
Q1 		– Sell
-4,050
Closed -$208K – 177
2023
Q4 		$208K Sell
4,050
-1,400
-26% -$73.5K 0.05% 169
2023
Q3 		$316K Hold
5,450
– – 0.08% 134
2023
Q2 		$349K Sell
5,450
-1,500
-22% -$101K 0.08% 134
2023
Q1 		$482K Hold
6,950
– – 0.12% 114
2022
Q4 		$500K Sell
6,950
-190
-3% -$14.3K 0.13% 113
2022
Q3 		$508K Sell
7,140
-10
-0.1% -$725 0.14% 108
2022
Q2 		$551K Buy
7,150
+875
+14% +$66.6K 0.15% 113
2022
Q1 		$458K Buy
6,275
+950
+18% +$63.8K 0.11% 133
2021
Q4 		$332K Sell
5,325
-85
-2% -$4.99K 0.08% 154
2021
Q3 		$320K Buy
5,410
+85
+2% +$5.6K 0.09% 152
2021
Q2 		$356K Buy
5,325
+1,470
+38% +$95.9K 0.1% 145
2021
Q1 		$243K Hold
3,855
– – 0.08% 154
2020
Q4 		$239K Sell
3,855
-555
-13% -$34.1K 0.09% 156
2020
Q3 		$266K Buy
4,410
+305
+7% +$18.4K 0.11% 138
2020
Q2 		$241K Sell
4,105
-450
-10% -$26.9K 0.11% 144
2020
Q1 		$254K Buy
4,555
+1,450
+47% +$88.6K 0.14% 115
2019
Q4 		$199K Buy
+3,105
New +$178K 0.08% 156
2019
Q1 		– Sell
-2,485
Closed -$129K – 160
2018
Q4 		$129K Buy
+2,485
New +$134K 0.1% 147

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Advisors's BMY Position: Q1 2024 in Review

Meridian Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,050 shares — an estimated $208K sold.

Meridian Wealth Advisors first reported a position in BMY in Q4 2018 and held it in 18 quarters. The position peaked at $551K in Q2 2022. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Meridian Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Advisors sold 4,050 Bristol-Myers Squibb shares in Q1 2024, an estimated $208K.
  • Meridian Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 18 quarters.
  • Meridian Wealth Advisors's Bristol-Myers Squibb position peaked at $551K in Q2 2022.
  • 2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Meridian Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.