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Bogart Wealth LLC’s Becton Dickinson BDX Stock Holding History

Bogart Wealth LLC’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 		$21.5K Buy
142
+30
+27% +$4.49K ﹤0.01% 787
2026
Q1 		$17.6K Sell
112
-1
-0.9% -$184 ﹤0.01% 756
2025
Q4 		$21.9K Buy
113
+5
+5% +$952 ﹤0.01% 656
2025
Q3 		$20.2K Buy
108
+3
+3% +$557 ﹤0.01% 660
2025
Q2 		$18.1K Sell
105
-2
-2% -$367 ﹤0.01% 655
2025
Q1 		$24.5K Buy
107
+2
+2% +$464 ﹤0.01% 545
2024
Q4 		$23.8K Buy
105
+22
+27% +$5.08K ﹤0.01% 549
2024
Q3 		$20K Hold
83
– – ﹤0.01% 556
2024
Q2 		$19.4K Hold
83
– – ﹤0.01% 535
2024
Q1 		$20.5K Sell
83
-14
-14% -$3.35K ﹤0.01% 509
2023
Q4 		$23.7K Hold
97
– – ﹤0.01% 479
2023
Q3 		$25.1K Hold
97
– – ﹤0.01% 442
2023
Q2 		$25.6K Buy
97
+1
+1% +$254 ﹤0.01% 423
2023
Q1 		$23.8K Sell
96
-2
-2% -$489 ﹤0.01% 430
2022
Q4 		$24.9K Sell
98
-98
-50% -$23.1K ﹤0.01% 397
2022
Q3 		$44K Sell
196
-7
-3% -$1.74K ﹤0.01% 311
2022
Q2 		$50K Buy
203
+97
+92% +$24.6K ﹤0.01% 284
2022
Q1 		$27K Sell
106
-7
-6% -$1.8K ﹤0.01% 341
2021
Q4 		$28K Buy
113
+22
+24% +$5.27K ﹤0.01% 326
2021
Q3 		$22K Hold
91
– – ﹤0.01% 343
2021
Q2 		$22K Hold
91
– – ﹤0.01% 328
2021
Q1 		$22K Buy
+91
New +$22.2K ﹤0.01% 309

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's BDX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Becton Dickinson (BDX) stake by 27% in Q2 2026, buying an estimated $4.49K and bringing the position to 142 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Bogart Wealth LLC first reported a position in BDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $50K in Q2 2022. 1,445 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Bogart Wealth LLC held 142 shares of Becton Dickinson worth $21.5K as of Q2 2026.
  • Bogart Wealth LLC bought 30 Becton Dickinson shares in Q2 2026, an estimated $4.49K.
  • Becton Dickinson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #787 holding.
  • Bogart Wealth LLC first reported a position in Becton Dickinson in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Becton Dickinson position peaked at $50K in Q2 2022.
  • 1,445 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.