AIM
BDX icon

Avity Investment Management’s Becton Dickinson BDX Stock Holding History

Avity Investment Management’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 		$25.8M Sell
170,464
-18,213
-10% -$2.72M 1.64% 26
2026
Q1 		$29.7M Buy
188,677
+19,313
+11% +$3.55M 2.16% 20
2025
Q4 		$32.9M Buy
169,364
+11,186
+7% +$2.13M 2.31% 18
2025
Q3 		$29.6M Buy
158,178
+7,107
+5% +$1.32M 2.08% 22
2025
Q2 		$26M Sell
151,071
-12,343
-8% -$2.26M 1.93% 26
2025
Q1 		$37.4M Buy
163,414
+4,928
+3% +$1.14M 3.03% 14
2024
Q4 		$36M Sell
158,486
-8,450
-5% -$1.95M 2.82% 15
2024
Q3 		$40.2M Buy
166,936
+1,490
+0.9% +$349K 3.13% 16
2024
Q2 		$38.7M Buy
165,446
+2,759
+2% +$650K 3.12% 15
2024
Q1 		$40.3M Buy
162,687
+5,527
+4% +$1.32M 3.33% 14
2023
Q4 		$38.3M Buy
157,160
+571
+0.4% +$141K 3.43% 13
2023
Q3 		$40.5M Sell
156,589
-196
-0.1% -$52.9K 4.05% 2
2023
Q2 		$41.4M Buy
156,785
+89
+0.1% +$22.6K 3.83% 6
2023
Q1 		$38.8M Buy
156,696
+1,053
+0.7% +$258K 3.77% 6
2022
Q4 		$39.6M Buy
155,643
+1,751
+1% +$413K 4.04% 6
2022
Q3 		$34.3M Sell
153,892
-672
-0.4% -$167K 3.72% 10
2022
Q2 		$38.1M Sell
154,564
-2,106
-1% -$535K 3.91% 7
2022
Q1 		$40.7M Buy
156,670
+1,223
+0.8% +$315K 3.56% 10
2021
Q4 		$38.1M Buy
155,447
+3,201
+2% +$767K 2.97% 17
2021
Q3 		$36.5M Buy
152,246
+1,906
+1% +$467K 3.08% 19
2021
Q2 		$35.7M Buy
150,340
+3,359
+2% +$805K 3.01% 20
2021
Q1 		$34.9M Buy
146,981
+2,048
+1% +$500K 3.16% 18
2020
Q4 		$35.4M Buy
144,933
+16,232
+13% +$3.79M 3.38% 9
2020
Q3 		$29.2M Buy
128,701
+178
+0.1% +$43.7K 3.04% 16
2020
Q2 		$30M Buy
128,523
+2,670
+2% +$644K 3.37% 10
2020
Q1 		$28.2M Buy
125,853
+434
+0.3% +$107K 3.93% 6
2019
Q4 		$33.3M Buy
125,419
+1,421
+1% +$354K 3.68% 7
2019
Q3 		$30.6M Sell
123,998
-1,123
-0.9% -$277K 3.69% 7
2019
Q2 		$30.8M Buy
125,121
+2,066
+2% +$480K 3.66% 8
2019
Q1 		$30M Sell
123,055
-5,801
-5% -$1.37M 3.63% 7
2018
Q4 		$28.3M Buy
128,856
+136
+0.1% +$31.6K 3.94% 4
2018
Q3 		$32.8M Sell
128,720
-4,467
-3% -$1.1M 3.89% 5
2018
Q2 		$31.1M Sell
133,187
-984
-0.7% -$219K 3.95% 4
2018
Q1 		$28.4M Sell
134,171
-1,722
-1% -$377K 3.71% 9
2017
Q4 		$28.4M Sell
135,893
-2,083
-2% -$436K 3.59% 10
2017
Q3 		$26.4M Buy
137,976
+33
+0% +$6.4K 3.52% 10
2017
Q2 		$26.3M Buy
137,943
+1,537
+1% +$281K 3.57% 8
2017
Q1 		$24.4M Sell
136,406
-401
-0.3% -$69.9K 3.42% 10
2016
Q4 		$22.1M Buy
136,807
+5,756
+4% +$955K 3.33% 16
2016
Q3 		$22.9M Sell
131,051
-14,899
-10% -$2.55M 3.54% 10
2016
Q2 		$24.1M Sell
145,950
-13,214
-8% -$2.11M 3.87% 7
2016
Q1 		$24.7M Sell
159,164
-6,057
-4% -$859K 3.97% 5
2015
Q4 		$24.8M Sell
165,221
-7,838
-5% -$1.13M 3.91% 5
2015
Q3 		$23.6M Buy
173,059
+3,625
+2% +$506K 3.82% 6
2015
Q2 		$23.4M Sell
169,434
-475
-0.3% -$65.6K 3.68% 5
2015
Q1 		$23.9M Sell
169,909
-1,285
-0.8% -$180K 3.8% 3
2014
Q4 		$23.2M Sell
171,194
-6,947
-4% -$889K 3.73% 5
2014
Q3 		$19.8M Buy
178,141
+1,360
+0.8% +$155K 3.37% 9
2014
Q2 		$20.4M Buy
176,781
+632
+0.4% +$71.7K 3.5% 8
2014
Q1 		$20.1M Sell
176,149
-7,713
-4% -$848K 3.77% 8
2013
Q4 		$19.8M Sell
183,862
-11,805
-6% -$1.22M 3.78% 10
2013
Q3 		$19.1M Sell
195,667
-2,401
-1% -$235K 3.95% 7
2013
Q2 		$19.1M Buy
+198,068
New +$18.9M 4.09% 8

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avity Investment Management's BDX Position: Q2 2026 in Review

Avity Investment Management reduced its Becton Dickinson (BDX) stake by 9.7% in Q2 2026, selling an estimated $2.72M and leaving 170,464 shares worth $25.8M. The position accounts for 1.64% of the portfolio, ranked #26.

Avity Investment Management first reported a position in BDX in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.4M in Q2 2023. 409 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Avity Investment Management held 170,464 shares of Becton Dickinson worth $25.8M as of Q2 2026.
  • Avity Investment Management sold 18,213 Becton Dickinson shares in Q2 2026, an estimated $2.72M.
  • Becton Dickinson made up 1.64% of Avity Investment Management's portfolio in Q2 2026, its #26 holding.
  • Avity Investment Management first reported a position in Becton Dickinson in Q2 2013 and has held it in 53 quarters since.
  • Avity Investment Management's Becton Dickinson position peaked at $41.4M in Q2 2023.
  • 409 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.