MWM
BMY icon

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

Meridian Wealth Management’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
Q1 		$3.34M Buy
55,134
+3,448
+7% +$201K 0.12% 167
2025
Q4 		$2.79M Buy
51,686
+570
+1% +$27.4K 0.1% 181
2025
Q3 		$2.31M Buy
51,116
+777
+2% +$36.3K 0.09% 194
2025
Q2 		$2.33M Sell
50,339
-160
-0.3% -$7.85K 0.1% 181
2025
Q1 		$3.08M Sell
50,499
-750
-1% -$43.7K 0.15% 147
2024
Q4 		$2.9M Sell
51,249
-581
-1% -$32.5K 0.14% 152
2024
Q3 		$2.68M Buy
+51,830
New +$2.43M 0.13% 158
2024
Q2 		– Sell
-59,584
Closed -$3.23M – 316
2024
Q1 		$3.23M Buy
59,584
+28
+0% +$1.43K 0.54% 37
2023
Q4 		$3.06M Sell
59,556
-59,142
-50% -$3.1M 0.2% 120
2023
Q3 		$6.89M Buy
118,698
+55,046
+86% +$3.37M 0.42% 49
2023
Q2 		$4.07M Buy
63,652
+71
+0.1% +$4.76K 0.34% 63
2023
Q1 		$4.41M Sell
63,581
-2,624
-4% -$185K 0.38% 55
2022
Q4 		$4.76M Sell
66,205
-402
-0.6% -$30.3K 0.47% 43
2022
Q3 		$4.74M Sell
66,607
-1,254
-2% -$91K 0.51% 36
2022
Q2 		$5.22M Buy
67,861
+9,511
+16% +$724K 0.43% 52
2022
Q1 		$4.26M Sell
58,350
-1,098
-2% -$73.7K 0.47% 41
2021
Q4 		$3.71M Sell
59,448
-477
-0.8% -$28K 0.4% 51
2021
Q3 		$3.55M Buy
59,925
+700
+1% +$46.1K 0.44% 43
2021
Q2 		$3.96M Sell
59,225
-3,171
-5% -$207K 0.5% 38
2021
Q1 		$3.94M Buy
62,396
+2,751
+5% +$171K 0.57% 35
2020
Q4 		$3.7M Buy
59,645
+42,307
+244% +$2.6M 0.59% 33
2020
Q3 		$1.04M Buy
17,338
+1,832
+12% +$110K 0.26% 78
2020
Q2 		$911K Sell
15,506
-3,588
-19% -$215K 0.3% 73
2020
Q1 		$1.06M Buy
19,094
+3,079
+19% +$188K 0.47% 45
2019
Q4 		$1.03M Buy
16,015
+6,826
+74% +$391K 0.49% 41
2019
Q3 		$466K Sell
9,189
-207
-2% -$9.73K 0.22% 90
2019
Q2 		$4.26K Sell
9,396
-7,959
-46% -$371K 0.17% 99
2019
Q1 		$828K Sell
17,355
-4,365
-20% -$217K 0.38% 53
2018
Q4 		$1.13M Buy
21,720
+9,341
+75% +$502K 0.66% 31
2018
Q3 		$769K Sell
12,379
-636
-5% -$37.7K 0.33% 52
2018
Q2 		$720K Sell
13,015
-576
-4% -$31.1K 0.34% 56
2018
Q1 		$860K Sell
13,591
-1,822
-12% -$117K 0.43% 45
2017
Q4 		$980K Buy
15,413
+2
+0% +$125 0.6% 34
2017
Q3 		$983K Sell
15,411
-357
-2% -$20.8K 0.62% 31
2017
Q2 		$879K Buy
15,768
+331
+2% +$18K 0.56% 33
2017
Q1 		$839K Buy
+15,437
New +$847K 0.5% 46

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's BMY Position: Q1 2026 in Review

Meridian Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 6.7% in Q1 2026, buying an estimated $201K and bringing the position to 55,134 shares worth $3.34M. The position accounts for 0.12% of the portfolio, ranked #167.

Meridian Wealth Management first reported a position in BMY in Q1 2017 and has held it in 36 quarters since. The position peaked at $6.89M in Q3 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Meridian Wealth Management held 55,134 shares of Bristol-Myers Squibb worth $3.34M as of Q1 2026.
  • Meridian Wealth Management bought 3,448 Bristol-Myers Squibb shares in Q1 2026, an estimated $201K.
  • Bristol-Myers Squibb made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Meridian Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 36 quarters since.
  • Meridian Wealth Management's Bristol-Myers Squibb position peaked at $6.89M in Q3 2023.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.