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Baker Tilly Wealth Management’s Becton Dickinson BDX Stock Holding History

Baker Tilly Wealth 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
Q3 		$858K Sell
4,794
-711
-13% -$124K 0.17% 104
2026
Q2 		$833K Sell
5,505
-226
-4% -$33.8K 0.18% 109
2026
Q1 		$901K Buy
5,731
+19
+0.3% +$3.49K 0.22% 98
2025
Q4 		$1.11M Sell
5,712
-170
-3% -$32.4K 0.27% 68
2025
Q3 		$1.1M Sell
5,882
-1,016
-15% -$189K 0.25% 71
2025
Q2 		$1.19M Buy
6,898
+1,399
+25% +$256K 0.42% 44
2025
Q1 		$1.26M Buy
5,499
+1,123
+26% +$261K 0.49% 41
2024
Q4 		$993K Sell
4,376
-233
-5% -$53.8K 0.39% 52
2024
Q3 		$1.11M Sell
4,609
-485
-10% -$114K 0.49% 42
2024
Q2 		$1.19M Sell
5,094
-7,144
-58% -$1.68M 0.49% 38
2024
Q1 		$3.03M Buy
12,238
+398
+3% +$95.3K 0.55% 37
2023
Q4 		$2.89M Sell
11,840
-548
-4% -$135K 0.47% 37
2023
Q3 		$3.2M Sell
12,388
-8,518
-41% -$2.3M 0.53% 36
2023
Q2 		$5.52M Buy
20,906
+730
+4% +$185K 0.58% 37
2023
Q1 		$4.99M Buy
20,176
+778
+4% +$190K 0.56% 38
2022
Q4 		$4.93M Buy
19,398
+2,991
+18% +$706K 0.61% 36
2022
Q3 		$3.66M Buy
16,407
+180
+1% +$44.8K 0.5% 43
2022
Q2 		$4M Buy
16,227
+979
+6% +$249K 0.52% 44
2022
Q1 		$3.96M Buy
15,248
+853
+6% +$220K 0.44% 53
2021
Q4 		$3.53M Buy
14,395
+3,833
+36% +$918K 0.38% 51
2021
Q3 		$2.53M Buy
10,562
+3,567
+51% +$875K 0.33% 57
2021
Q2 		$1.66M Buy
6,995
+1,477
+27% +$354K 0.27% 85
2021
Q1 		$1.31M Buy
5,518
+2,086
+61% +$510K 0.27% 93
2020
Q4 		$838K Buy
+3,432
New +$800K 0.26% 96

Other funds holding BDX

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 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
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 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

Baker Tilly Wealth Management's BDX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Becton Dickinson (BDX) stake by 13% in Q3 2026, selling an estimated $124K and leaving 4,794 shares worth $858K. The position accounts for 0.17% of the portfolio, ranked #104.

Baker Tilly Wealth Management first reported a position in BDX in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.52M in Q2 2023. 74 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Baker Tilly Wealth Management held 4,794 shares of Becton Dickinson worth $858K as of Q3 2026.
  • Baker Tilly Wealth Management sold 711 Becton Dickinson shares in Q3 2026, an estimated $124K.
  • Becton Dickinson made up 0.17% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Baker Tilly Wealth Management first reported a position in Becton Dickinson in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Becton Dickinson position peaked at $5.52M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.