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BankPlus Wealth Management’s Becton Dickinson BDX Stock Holding History

BankPlus 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 		$201K Sell
1,327
-19
-1% -$2.84K 0.09% 123
2026
Q1 		$212K Buy
1,346
+17
+1% +$3.12K 0.11% 113
2025
Q4 		$258K Sell
1,329
-22
-2% -$4.19K 0.14% 97
2025
Q3 		$253K Buy
1,351
+20
+2% +$3.72K 0.15% 96
2025
Q2 		$229K Sell
1,331
-509
-28% -$93.3K 0.15% 98
2025
Q1 		$421K Buy
1,840
+3
+0.2% +$696 0.31% 67
2024
Q4 		$417K Buy
+1,837
New +$424K 0.31% 67

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

BankPlus Wealth Management's BDX Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Becton Dickinson (BDX) stake by 1.4% in Q2 2026, selling an estimated $2.84K and leaving 1,327 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #123.

BankPlus Wealth Management first reported a position in BDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $421K in Q1 2025. 612 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • BankPlus Wealth Management held 1,327 shares of Becton Dickinson worth $201K as of Q2 2026.
  • BankPlus Wealth Management sold 19 Becton Dickinson shares in Q2 2026, an estimated $2.84K.
  • Becton Dickinson made up 0.09% of BankPlus Wealth Management's portfolio in Q2 2026, its #123 holding.
  • BankPlus Wealth Management first reported a position in Becton Dickinson in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Becton Dickinson position peaked at $421K in Q1 2025.
  • 612 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.