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 Q2	$1.01M	Sell	17,512 -5,041	-22%	-$289K	0.29%	47
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Orion Investment Company's BMY Position: Q2 2026 in Review

Orion Investment Company reduced its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, selling an estimated $289K and leaving 17,512 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #47.

Orion Investment Company first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Orion Investment Company held 17,512 shares of Bristol-Myers Squibb worth $1.01M as of Q2 2026.
Orion Investment Company sold 5,041 Bristol-Myers Squibb shares in Q2 2026, an estimated $289K.
Bristol-Myers Squibb made up 0.29% of Orion Investment Company's portfolio in Q2 2026, its #47 holding.
Orion Investment Company first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's Bristol-Myers Squibb position peaked at $1.54M in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.