Caldwell Trust
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Caldwell Trust’s Becton Dickinson BDX Stock Holding History

Caldwell Trust’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
Q3 		$543K Sell
3,034
-57
-2% -$9.9K 0.04% 224
2026
Q2 		$468K Sell
3,091
-349
-10% -$52.2K 0.04% 243
2026
Q1 		$541K Sell
3,440
-345
-9% -$63.3K 0.05% 223
2025
Q4 		$735K Sell
3,785
-174
-4% -$33.1K 0.07% 192
2025
Q3 		$741K Sell
3,959
-660
-14% -$123K 0.07% 187
2025
Q2 		$796K Buy
4,619
+180
+4% +$33K 0.08% 176
2025
Q1 		$1.02M Sell
4,439
-90
-2% -$20.9K 0.11% 159
2024
Q4 		$1.03M Sell
4,529
-150
-3% -$34.6K 0.11% 157
2024
Q3 		$1.13M Sell
4,679
-438
-9% -$103K 0.12% 149
2024
Q2 		$1.2M Buy
5,117
+153
+3% +$36K 0.13% 134
2024
Q1 		$1.23M Sell
4,964
-334
-6% -$80K 0.14% 129
2023
Q4 		$1.29M Sell
5,298
-364
-6% -$89.7K 0.16% 118
2023
Q3 		$1.46M Sell
5,662
-164
-3% -$44.3K 0.2% 109
2023
Q2 		$1.54M Sell
5,826
-238
-4% -$60.4K 0.2% 110
2023
Q1 		$1.5M Buy
6,064
+9
+0.1% +$2.2K 0.21% 108
2022
Q4 		$1.54M Sell
6,055
-30
-0.5% -$7.08K 0.22% 107
2022
Q3 		$1.36M Buy
6,085
+100
+2% +$24.9K 0.2% 108
2022
Q2 		$1.48M Sell
5,985
-265
-4% -$67.3K 0.2% 107
2022
Q1 		$1.62M Sell
6,250
-168
-3% -$43.3K 0.19% 106
2021
Q4 		$1.57M Sell
6,418
-146
-2% -$35K 0.18% 106
2021
Q3 		$1.57M Buy
6,564
+816
+14% +$200K 0.2% 100
2021
Q2 		$1.36M Sell
5,748
-578
-9% -$139K 0.18% 102
2021
Q1 		$1.5M Buy
6,326
+81
+1% +$19.8K 0.21% 98
2020
Q4 		$1.52M Buy
6,245
+47
+0.8% +$11K 0.23% 94
2020
Q3 		$1.41M Sell
6,198
-424
-6% -$104K 0.23% 92
2020
Q2 		$1.55M Sell
6,622
-20
-0.3% -$4.82K 0.26% 88
2020
Q1 		$1.49M Buy
6,642
+247
+4% +$61K 0.28% 82
2019
Q4 		$1.7M Buy
+6,395
New +$1.59M 0.26% 90

Other funds holding BDX

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Caldwell Trust's BDX Position: Q3 2026 in Review

Caldwell Trust reduced its Becton Dickinson (BDX) stake by 1.8% in Q3 2026, selling an estimated $9.9K and leaving 3,034 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #224.

Caldwell Trust first reported a position in BDX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.7M in Q4 2019. 964 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Caldwell Trust held 3,034 shares of Becton Dickinson worth $543K as of Q3 2026.
  • Caldwell Trust sold 57 Becton Dickinson shares in Q3 2026, an estimated $9.9K.
  • Becton Dickinson made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #224 holding.
  • Caldwell Trust first reported a position in Becton Dickinson in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Becton Dickinson position peaked at $1.7M in Q4 2019.
  • 964 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.