Taproot Management’s Bristol-Myers Squibb BMY Stock Holding History

Taproot 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
2026 Q1	–	Sell	-75,366	Closed	-$4.07M	–	190
2025 Q4	$4.07M	Buy	+75,366	New	+$3.63M	0.66%	60

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Taproot Management's BMY Position: Q1 2026 in Review

Taproot Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 75,366 shares — an estimated $4.07M sold.

Taproot Management first reported a position in BMY in Q4 2025 and held it in 1 quarter. The position peaked at $4.07M in Q4 2025. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Taproot Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Taproot Management sold 75,366 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.07M.
Taproot Management first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 1 quarter.
Taproot Management's Bristol-Myers Squibb position peaked at $4.07M in Q4 2025.
2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Taproot Management's 13F filing for Q1 2026, filed 13 May 2026.