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Poinciana Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

Poinciana Advisors Group’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 		– Sell
-11,229
Closed -$681K – 121
2026
Q1 		$681K Hold
11,229
– – 0.54% 31
2025
Q4 		$606K Buy
+11,229
New +$540K 0.48% 37

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Poinciana Advisors Group's BMY Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 11,229 shares — an estimated $681K sold.

Poinciana Advisors Group first reported a position in BMY in Q4 2025 and held it in 2 quarters. The position peaked at $681K in Q1 2026. 920 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 11,229 Bristol-Myers Squibb shares in Q2 2026, an estimated $681K.
  • Poinciana Advisors Group first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 2 quarters.
  • Poinciana Advisors Group's Bristol-Myers Squibb position peaked at $681K in Q1 2026.
  • 920 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.