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Orion Investment Company’s Bristol-Myers Squibb BMY Stock Holding History

Orion Investment Company’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 		$1.37M Buy
22,553
+405
+2% +$23.6K 0.43% 39
2025
Q4 		$1.19M Sell
22,148
-2,310
-9% -$111K 0.36% 42
2025
Q3 		$1.1M Sell
24,458
-750
-3% -$35K 0.35% 40
2025
Q2 		$1.17M Sell
25,208
-4
-0% -$196 0.41% 38
2025
Q1 		$1.54M Sell
25,212
-8
-0% -$466 0.63% 31
2024
Q4 		$1.43M Hold
25,220
– – 0.57% 30
2024
Q3 		$1.3M Sell
25,220
-185
-0.7% -$8.68K 0.51% 30
2024
Q2 		$1.06M Buy
+25,405
New +$1.14M 0.42% 32

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Investment Company's BMY Position: Q1 2026 in Review

Orion Investment Company increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q1 2026, buying an estimated $23.6K and bringing the position to 22,553 shares worth $1.37M. The position accounts for 0.43% of the portfolio, ranked #39.

Orion Investment Company first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Orion Investment Company held 22,553 shares of Bristol-Myers Squibb worth $1.37M as of Q1 2026.
  • Orion Investment Company bought 405 Bristol-Myers Squibb shares in Q1 2026, an estimated $23.6K.
  • Bristol-Myers Squibb made up 0.43% of Orion Investment Company's portfolio in Q1 2026, its #39 holding.
  • Orion Investment Company first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
  • Orion Investment Company's Bristol-Myers Squibb position peaked at $1.54M in Q1 2025.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Orion Investment Company's 13F filing for Q1 2026, filed 12 May 2026.