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BKM Wealth Management’s Becton Dickinson BDX Stock Holding History

BKM 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
2024
Q2 		– Sell
-4,891
Closed -$1.21M – 144
2024
Q1 		$1.21M Buy
4,891
+715
+17% +$171K 0.52% 65
2023
Q4 		$1.02M Buy
+4,176
New +$1.03M 0.43% 63

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BKM Wealth Management's BDX Position: Q2 2024 in Review

BKM Wealth Management sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 4,891 shares — an estimated $1.21M sold.

BKM Wealth Management first reported a position in BDX in Q4 2023 and held it in 2 quarters. The position peaked at $1.21M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • BKM Wealth Management reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 4,891 Becton Dickinson shares in Q2 2024, an estimated $1.21M.
  • BKM Wealth Management first reported a position in Becton Dickinson in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Becton Dickinson position peaked at $1.21M in Q1 2024.
  • 1,585 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.