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Allen Mooney & Barnes Investment Advisors’s Becton Dickinson BDX Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.9M Sell
105,324
-920
-0.9% -$160K 2.8% 7
2026
Q2 		$16.1M Buy
+106,244
New +$15.9M 2.45% 16
2025
Q2 		– Sell
-909
Closed -$208K – 154
2025
Q1 		$208K Hold
909
– – 0.03% 147
2024
Q4 		$206K Sell
909
-284
-24% -$65.6K 0.03% 146
2024
Q3 		$288K Sell
1,193
-242
-17% -$56.7K 0.05% 131
2024
Q2 		$336K Sell
1,435
-65
-4% -$15.3K 0.06% 126
2024
Q1 		$361K Sell
1,500
-120
-7% -$28.7K 0.07% 126
2023
Q4 		$395K Buy
1,620
+658
+68% +$162K 0.08% 114
2023
Q3 		$249K Buy
962
+50
+5% +$13.5K 0.05% 132
2023
Q2 		$241K Buy
+912
New +$232K 0.05% 131
2023
Q1 		– Sell
-865
Closed -$220K – 132
2022
Q4 		$220K Buy
+865
New +$204K 0.05% 125
2022
Q3 		– Sell
-25,764
Closed -$6.35M – 134
2022
Q2 		$6.35M Buy
25,764
+936
+4% +$238K 1.63% 26
2022
Q1 		$6.44M Buy
+24,828
New +$6.39M 1.43% 31

Other funds holding BDX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BDX Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Becton Dickinson (BDX) stake by 0.87% in Q3 2026, selling an estimated $160K and leaving 105,324 shares worth $18.9M. The position accounts for 2.8% of the portfolio, ranked #7.

Allen Mooney & Barnes Investment Advisors first reported a position in BDX in Q1 2022 and has held it in 13 quarters since. 55 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 105,324 shares of Becton Dickinson worth $18.9M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors sold 920 Becton Dickinson shares in Q3 2026, an estimated $160K.
  • Becton Dickinson made up 2.8% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #7 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Becton Dickinson in Q1 2022 and has held it in 13 quarters since.
  • 55 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.