Rossby Financial
BMY icon

Rossby Financial’s Bristol-Myers Squibb BMY Stock Holding History

Rossby Financial’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 		$377K Buy
6,038
+1,753
+41% +$111K 0.06% 305
2026
Q2 		$247K Sell
4,285
-1
-0% -$57 0.05% 344
2026
Q1 		$265K Buy
4,286
+1,222
+40% +$71.2K 0.05% 311
2025
Q4 		$165K Buy
3,064
+431
+16% +$20.7K 0.05% 311
2025
Q3 		$125K Buy
2,633
+73
+3% +$3.41K 0.04% 359
2025
Q2 		$119K Buy
2,560
+521
+26% +$25.6K 0.04% 338
2025
Q1 		$97.7K Buy
+2,039
New +$119K 0.04% 342

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Rossby Financial's BMY Position: Q3 2026 in Review

Rossby Financial increased its Bristol-Myers Squibb (BMY) stake by 41% in Q3 2026, buying an estimated $111K and bringing the position to 6,038 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #305.

Rossby Financial first reported a position in BMY in Q1 2025 and has held it in 7 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Rossby Financial held 6,038 shares of Bristol-Myers Squibb worth $377K as of Q3 2026.
  • Rossby Financial bought 1,753 Bristol-Myers Squibb shares in Q3 2026, an estimated $111K.
  • Bristol-Myers Squibb made up 0.06% of Rossby Financial's portfolio in Q3 2026, its #305 holding.
  • Rossby Financial first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 7 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.