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Sunrise Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Sunrise Financial Services’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
Q2 		$13.8K Hold
240
– – 0.01% 210
2026
Q1 		$14.6K Hold
240
– – 0.01% 203
2025
Q4 		$12.9K Buy
+240
New +$11.5K 0.01% 187

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sunrise Financial Services's BMY Position: Q2 2026 in Review

Sunrise Financial Services held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 240 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #210.

Sunrise Financial Services first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.6K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sunrise Financial Services held 240 shares of Bristol-Myers Squibb worth $13.8K as of Q2 2026.
  • Sunrise Financial Services left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #210 holding.
  • Sunrise Financial Services first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Bristol-Myers Squibb position peaked at $14.6K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.