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Apella Capital’s Becton Dickinson BDX Stock Holding History

Apella Capital’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
Q2 		$213K Sell
1,363
-41
-3% -$6.13K ﹤0.01% 655
2026
Q1 		$223K Sell
1,404
-171
-11% -$31.4K ﹤0.01% 623
2025
Q4 		$306K Buy
1,575
+35
+2% +$6.66K 0.01% 432
2025
Q3 		$285K Sell
1,540
-76
-5% -$14.1K 0.01% 400
2025
Q2 		$279K Buy
1,616
+76
+5% +$13.9K 0.01% 362
2025
Q1 		$322K Buy
1,540
+9
+0.6% +$2.09K 0.01% 292
2024
Q4 		$347K Buy
1,531
+215
+16% +$49.6K 0.01% 270
2024
Q3 		$316K Buy
1,316
+11
+0.8% +$2.58K 0.01% 268
2024
Q2 		$289K Buy
1,305
+280
+27% +$66K 0.01% 265
2024
Q1 		$252K Buy
1,025
+5
+0.5% +$1.2K 0.01% 262
2023
Q4 		$248K Sell
1,020
-79
-7% -$19.5K 0.01% 258
2023
Q3 		$284K Sell
1,099
-29
-3% -$7.83K 0.02% 221
2023
Q2 		$298K Buy
+1,128
New +$286K 0.02% 214
2022
Q4 		$255K Buy
1,003
+16
+2% +$3.78K 0.02% 206
2022
Q3 		$220K Sell
987
-62
-6% -$15.4K 0.03% 195
2022
Q2 		$259K Sell
1,049
-14
-1% -$3.56K 0.03% 192
2022
Q1 		$276K Buy
+1,063
New +$274K 0.04% 172

Other funds holding BDX

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Apella Capital's BDX Position: Q2 2026 in Review

Apella Capital reduced its Becton Dickinson (BDX) stake by 2.9% in Q2 2026, selling an estimated $6.13K and leaving 1,363 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Apella Capital first reported a position in BDX in Q1 2022 and has held it in 17 quarters since. The position peaked at $347K in Q4 2024. 612 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Apella Capital held 1,363 shares of Becton Dickinson worth $213K as of Q2 2026.
  • Apella Capital sold 41 Becton Dickinson shares in Q2 2026, an estimated $6.13K.
  • Becton Dickinson made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #655 holding.
  • Apella Capital first reported a position in Becton Dickinson in Q1 2022 and has held it in 17 quarters since.
  • Apella Capital's Becton Dickinson position peaked at $347K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.