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Briaud Financial Planning’s Becton Dickinson BDX Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-56
Closed -$9K – 57
2025
Q2 		$9K Buy
+56
New +$10.3K ﹤0.01% 244

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Briaud Financial Planning's BDX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Becton Dickinson (BDX) in Q3 2025, closing a stake of 56 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in BDX in Q2 2025 and held it in 1 quarter. The position peaked at $9K in Q2 2025. 1,478 funds tracked by Wall St. Rank hold BDX as of Q3 2025.

  • Briaud Financial Planning reported no remaining Becton Dickinson position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 56 Becton Dickinson shares in Q3 2025, an estimated $9K.
  • Briaud Financial Planning first reported a position in Becton Dickinson in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Becton Dickinson position peaked at $9K in Q2 2025.
  • 1,478 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.