Root Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Root Financial 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
2026 Q3	$596K	Sell	9,555 -120	-1%	-$7.58K	0.02%	196
2026 Q2	$557K	Buy	9,675 +2,296	+31%	+$132K	0.02%	181
2026 Q1	$448K	Buy	7,379 +4,356	+144%	+$254K	0.02%	183
2025 Q4	$163K	Sell	3,023 -2,258	-43%	-$109K	0.01%	338
2025 Q3	$238K	Sell	5,281 -19	-0.4%	-$887	0.01%	247
2025 Q2	$245K	Buy	+5,300	New	+$260K	0.02%	213

Other funds holding BMY

Pzena Investment Management New York $34.1B AUM 26.62% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's BMY Position: Q3 2026 in Review

Root Financial Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q3 2026, selling an estimated $7.58K and leaving 9,555 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #196.

Root Financial Partners first reported a position in BMY in Q2 2025 and has held it in 6 quarters since. 1,093 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Root Financial Partners held 9,555 shares of Bristol-Myers Squibb worth $596K as of Q3 2026.
Root Financial Partners sold 120 Bristol-Myers Squibb shares in Q3 2026, an estimated $7.58K.
Bristol-Myers Squibb made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #196 holding.
Root Financial Partners first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 6 quarters since.
1,093 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.