Rothwell Investment Advisors, LLC’s Bristol-Myers Squibb BMY Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$29.4K	Buy	+471	New	+$29.8K	0.02%	533

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BMY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 471 shares worth $29.4K. The stake represents 0.02% of the portfolio and ranks #533 among its holdings.

1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Rothwell Investment Advisors, LLC held 471 shares of Bristol-Myers Squibb worth $29.4K as of Q3 2026.
Bristol-Myers Squibb was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Bristol-Myers Squibb made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #533 holding.
1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.