BTWM
BDX icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baker Tilly Wealth Management's BDX Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Becton Dickinson (BDX) stake by 3.9% in Q2 2026, selling an estimated $33.8K and leaving 5,505 shares worth $833K. The position accounts for 0.18% of the portfolio, ranked #109.

Baker Tilly Wealth Management first reported a position in BDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.52M in Q2 2023. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Baker Tilly Wealth Management held 5,505 shares of Becton Dickinson worth $833K as of Q2 2026.
  • Baker Tilly Wealth Management sold 226 Becton Dickinson shares in Q2 2026, an estimated $33.8K.
  • Becton Dickinson made up 0.18% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Baker Tilly Wealth Management first reported a position in Becton Dickinson in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Becton Dickinson position peaked at $5.52M in Q2 2023.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.