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Merit Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Merit Financial Group’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 		$22.3M Buy
387,188
+18,574
+5% +$1.07M 0.14% 130
2026
Q1 		$22.4M Buy
368,614
+213,504
+138% +$12.4M 0.17% 107
2025
Q4 		$8.37M Buy
155,110
+102,437
+194% +$4.93M 0.07% 233
2025
Q3 		$2.38M Buy
52,673
+11,238
+27% +$525K 0.02% 508
2025
Q2 		$1.92M Sell
41,435
-10,166
-20% -$499K 0.02% 538
2025
Q1 		$3.15M Buy
51,601
+9,166
+22% +$534K 0.05% 312
2024
Q4 		$2.4M Buy
42,435
+10,796
+34% +$603K 0.04% 321
2024
Q3 		$1.64M Buy
31,639
+11,737
+59% +$551K 0.04% 306
2024
Q2 		$827K Sell
19,902
-19,110
-49% -$855K 0.02% 463
2024
Q1 		$1.72M Buy
39,012
+18,988
+95% +$967K 0.04% 284
2023
Q4 		$1.03M Sell
20,024
-25,473
-56% -$1.34M 0.03% 306
2023
Q3 		$2.64M Sell
45,497
-949
-2% -$58.1K 0.09% 182
2023
Q2 		$2.97M Sell
46,446
-242
-0.5% -$16.2K 0.1% 165
2023
Q1 		$3.24M Sell
46,688
-6,022
-11% -$425K 0.12% 132
2022
Q4 		$3.79M Buy
52,710
+22,285
+73% +$1.68M 0.14% 114
2022
Q3 		$2.16M Sell
30,425
-11,720
-28% -$850K 0.09% 149
2022
Q2 		$3.25M Buy
42,145
+35,493
+534% +$2.7M 0.1% 133
2022
Q1 		$486K Sell
6,652
-8,782
-57% -$590K 0.03% 241
2021
Q4 		$962K Sell
15,434
-76
-0.5% -$4.46K 0.09% 102
2021
Q3 		$918K Buy
15,510
+88
+0.6% +$5.79K 0.1% 106
2021
Q2 		$1.03M Sell
15,422
-1,210
-7% -$78.9K 0.1% 95
2021
Q1 		$1.05M Buy
16,632
+9,617
+137% +$598K 0.11% 91
2020
Q4 		$435K Buy
7,015
+898
+15% +$55.2K 0.04% 147
2020
Q3 		$369K Sell
6,117
-516
-8% -$31.1K 0.03% 166
2020
Q2 		$390K Buy
6,633
+1,071
+19% +$64.1K 0.04% 151
2020
Q1 		$310K Buy
5,562
+1,684
+43% +$103K 0.03% 161
2019
Q4 		$249K Buy
+3,878
New +$222K 0.02% 205

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Merit Financial Group's BMY Position: Q2 2026 in Review

Merit Financial Group increased its Bristol-Myers Squibb (BMY) stake by 5% in Q2 2026, buying an estimated $1.07M and bringing the position to 387,188 shares worth $22.3M. The position accounts for 0.14% of the portfolio, ranked #130.

Merit Financial Group first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.4M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Merit Financial Group held 387,188 shares of Bristol-Myers Squibb worth $22.3M as of Q2 2026.
  • Merit Financial Group bought 18,574 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.07M.
  • Bristol-Myers Squibb made up 0.14% of Merit Financial Group's portfolio in Q2 2026, its #130 holding.
  • Merit Financial Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's Bristol-Myers Squibb position peaked at $22.4M in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.