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Cape Investment Advisory’s Becton Dickinson BDX Stock Holding History

Cape Investment Advisory’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 		$382K Sell
2,525
-143
-5% -$21.4K 0.1% 151
2026
Q1 		$419K Buy
2,668
+171
+7% +$31.4K 0.14% 137
2025
Q4 		$485K Buy
2,497
+211
+9% +$40.2K 0.15% 117
2025
Q3 		$428K Buy
2,286
+265
+13% +$49.2K 0.42% 64
2025
Q2 		$348K Buy
2,021
+350
+21% +$64.2K 0.13% 124
2025
Q1 		$383K Buy
1,671
+65
+4% +$15.1K 0.15% 111
2024
Q4 		$364K Buy
1,606
+1,381
+614% +$319K 0.14% 113
2024
Q3 		$54.2K Buy
225
+88
+64% +$20.6K 0.02% 308
2024
Q2 		$32K Buy
137
+14
+11% +$3.3K 0.01% 359
2024
Q1 		$30.4K Sell
123
-19
-13% -$4.55K 0.01% 380
2023
Q4 		$34.6K Sell
142
-4
-3% -$986 0.02% 421
2023
Q3 		$37.7K Buy
146
+12
+9% +$3.24K 0.02% 336
2023
Q2 		$35.4K Buy
134
+1
+0.8% +$254 0.02% 345
2023
Q1 		$32.9K Buy
+133
New +$32.5K 0.02% 336

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's BDX Position: Q2 2026 in Review

Cape Investment Advisory reduced its Becton Dickinson (BDX) stake by 5.4% in Q2 2026, selling an estimated $21.4K and leaving 2,525 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #151.

Cape Investment Advisory first reported a position in BDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $485K in Q4 2025. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Cape Investment Advisory held 2,525 shares of Becton Dickinson worth $382K as of Q2 2026.
  • Cape Investment Advisory sold 143 Becton Dickinson shares in Q2 2026, an estimated $21.4K.
  • Becton Dickinson made up 0.1% of Cape Investment Advisory's portfolio in Q2 2026, its #151 holding.
  • Cape Investment Advisory first reported a position in Becton Dickinson in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Becton Dickinson position peaked at $485K in Q4 2025.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.