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

Merriman 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
2024
Q4 		$210K Buy
+3,705
New +$207K 0.01% 198
2024
Q2 		– Sell
-4,123
Closed -$224K – 207
2024
Q1 		$224K Buy
+4,123
New +$210K 0.01% 189
2023
Q4 		– Sell
-3,700
Closed -$215K – 191
2023
Q3 		$215K Hold
3,700
– – 0.01% 175
2023
Q2 		$237K Buy
3,700
+39
+1% +$2.62K 0.01% 194
2023
Q1 		$254K Sell
3,661
-62
-2% -$4.37K 0.01% 175
2022
Q4 		$268K Buy
3,723
+220
+6% +$16.6K 0.01% 175
2022
Q3 		$249K Sell
3,503
-1
-0% -$73 0.02% 145
2022
Q2 		$271K Sell
3,504
-192
-5% -$14.6K 0.02% 136
2022
Q1 		$270K Buy
3,696
+350
+10% +$23.5K 0.02% 174
2021
Q4 		$209K Buy
+3,346
New +$196K 0.02% 202
2021
Q3 		– Sell
-3,260
Closed -$218K – 200
2021
Q2 		$218K Sell
3,260
-10
-0.3% -$652 0.02% 207
2021
Q1 		$206K Sell
3,270
-1,254
-28% -$78K 0.02% 176
2020
Q4 		$281K Buy
4,524
+1,014
+29% +$62.4K 0.03% 176
2020
Q3 		$212K Sell
3,510
-157
-4% -$9.45K 0.03% 157
2020
Q2 		$216K Sell
3,667
-914
-20% -$54.7K 0.03% 152
2020
Q1 		$255K Sell
4,581
-400
-8% -$24.4K 0.06% 128
2019
Q4 		$320K Buy
4,981
+766
+18% +$43.9K 0.06% 147
2019
Q3 		$214K Buy
+4,215
New +$198K 0.04% 159
2018
Q4 		– Sell
-3,858
Closed -$240K – 174
2018
Q3 		$240K Buy
3,858
+7
+0.2% +$415 0.05% 154
2018
Q2 		$213K Sell
3,851
-533
-12% -$28.8K 0.05% 155
2018
Q1 		$277K Buy
+4,384
New +$282K 0.07% 156
2017
Q4 		– Sell
-3,443
Closed -$219K – 166
2017
Q3 		$219K Buy
+3,443
New +$201K 0.05% 147

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Merriman Wealth Management's BMY Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q4 2024: 3,705 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Merriman Wealth Management previously reported a position in BMY as recently as Q1 2024.

Merriman Wealth Management first reported a position in BMY in Q3 2017 and has held it in 22 quarters since. The position peaked at $320K in Q4 2019. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Merriman Wealth Management held 3,705 shares of Bristol-Myers Squibb worth $210K as of Q4 2024.
  • Bristol-Myers Squibb was a new Merriman Wealth Management position in Q4 2024.
  • Bristol-Myers Squibb made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #198 holding.
  • Merriman Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 22 quarters since.
  • Merriman Wealth Management's Bristol-Myers Squibb position peaked at $320K in Q4 2019.
  • 2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.