American Trust’s Becton Dickinson BDX Stock Holding History

American Trust’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
2025 Q2	–	Sell	-1,156	Closed	-$265K	–	304
2025 Q1	$265K	Buy	1,156 +113	+11%	+$26.2K	0.07%	109
2024 Q4	$237K	Hold	1,043	–	–	0.02%	273
2024 Q3	$251K	Hold	1,043	–	–	0.02%	214
2024 Q2	$244K	Sell	1,043 -2	-0.2%	-$471	0.02%	199
2024 Q1	$259K	Buy	1,045 +2	+0.2%	+$479	0.02%	219
2023 Q4	$254K	Hold	1,043	–	–	0.02%	239
2023 Q3	$270K	Hold	1,043	–	–	0.02%	225
2023 Q2	$275K	Sell	1,043 -83	-7%	-$21.1K	0.02%	323
2023 Q1	$279K	Sell	1,126 -1,447	-56%	-$354K	0.02%	329
2022 Q4	$654K	Sell	2,573 -77	-3%	-$18.2K	0.06%	174
2022 Q3	$591K	Sell	2,650 -36	-1%	-$8.96K	0.05%	172
2022 Q2	$663K	Sell	2,686 -164	-6%	-$41.6K	0.05%	169
2022 Q1	$739K	Sell	2,850 -75	-3%	-$19.3K	0.05%	183
2021 Q4	$718K	Buy	+2,925	New	+$701K	0.05%	128

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Trust's BDX Position: Q2 2025 in Review

American Trust sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1,156 shares — an estimated $265K sold.

American Trust first reported a position in BDX in Q4 2021 and held it in 14 quarters. The position peaked at $739K in Q1 2022. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

American Trust reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
American Trust sold 1,156 Becton Dickinson shares in Q2 2025, an estimated $265K.
American Trust first reported a position in Becton Dickinson in Q4 2021 and held it in 14 quarters.
American Trust's Becton Dickinson position peaked at $739K in Q1 2022.
1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on American Trust's 13F filing for Q2 2025, filed 3 Sep 2025.