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

Meridian Wealth 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
2021 Q2	–	Sell	-887	Closed	-$56K	–	250
2021 Q1	$56K	Buy	887 +387	+77%	+$24.1K	0.02%	148
2020 Q4	$31K	Buy	500 +67	+15%	+$4.12K	0.01%	170
2020 Q3	$26K	Buy	433 +91	+27%	+$5.48K	0.01%	179
2020 Q2	$20K	Buy	+342	New	+$20.5K	0.01%	196
2020 Q1	–	Sell	-362	Closed	-$23K	–	190
2019 Q4	$23K	Buy	+362	New	+$20.7K	0.01%	189

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Meridian Wealth Partners's BMY Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 887 shares — an estimated $56K sold.

Meridian Wealth Partners first reported a position in BMY in Q4 2019 and held it in 5 quarters. The position peaked at $56K in Q1 2021. 2,369 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Meridian Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 887 Bristol-Myers Squibb shares in Q2 2021, an estimated $56K.
Meridian Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's Bristol-Myers Squibb position peaked at $56K in Q1 2021.
2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.