Root Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Root Financial Partners's BMY Position: Q2 2026 in Review
Root Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 31% in Q2 2026, buying an estimated $132K and bringing the position to 9,675 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #181.
Root Financial Partners first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Root Financial Partners held 9,675 shares of Bristol-Myers Squibb worth $557K as of Q2 2026.
- Root Financial Partners bought 2,296 Bristol-Myers Squibb shares in Q2 2026, an estimated $132K.
- Bristol-Myers Squibb made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #181 holding.
- Root Financial Partners first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
- 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.