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Bernard Wealth Management’s Becton Dickinson BDX Stock Holding History

Bernard 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
Q1 		$1.57K Hold
10
– – ﹤0.01% 300
2025
Q4 		$1.94K Hold
10
– – ﹤0.01% 285
2025
Q3 		$1.87K Hold
10
– – ﹤0.01% 275
2025
Q2 		$1.72K Sell
10
-23
-70% -$4.22K ﹤0.01% 269
2025
Q1 		$7.56K Buy
33
+23
+230% +$5.34K ﹤0.01% 236
2024
Q4 		$2.27K Buy
+10
New +$2.31K ﹤0.01% 265

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bernard Wealth Management's BDX Position: Q1 2026 in Review

Bernard Wealth Management held its Becton Dickinson (BDX) position steady in Q1 2026 at 10 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Bernard Wealth Management first reported a position in BDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.56K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Bernard Wealth Management held 10 shares of Becton Dickinson worth $1.57K as of Q1 2026.
  • Bernard Wealth Management left its Becton Dickinson share count unchanged in Q1 2026.
  • Becton Dickinson made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Bernard Wealth Management first reported a position in Becton Dickinson in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Becton Dickinson position peaked at $7.56K in Q1 2025.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.