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Carolinas Wealth Consulting’s Becton Dickinson BDX Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-183
Closed -$41.8K – 90
2025
Q1 		$41.8K Sell
183
-3
-2% -$696 0.01% 375
2024
Q4 		$42.1K Sell
186
-264
-59% -$61K 0.01% 389
2024
Q3 		$108K Sell
450
-471
-51% -$110K 0.02% 250
2024
Q2 		$215K Sell
921
-23
-2% -$5.42K 0.04% 170
2024
Q1 		$235K Buy
944
+15
+2% +$3.59K 0.05% 158
2023
Q4 		$227K Buy
929
+108
+13% +$26.6K 0.05% 145
2023
Q3 		$207K Sell
821
-41
-5% -$11.1K 0.05% 141
2023
Q2 		$227K Sell
862
-42
-5% -$10.7K 0.05% 162
2023
Q1 		$224K Sell
904
-136
-13% -$33.3K 0.05% 161
2022
Q4 		$265K Hold
1,040
– – 0.06% 144
2022
Q3 		$232K Buy
1,040
+1
+0.1% +$249 0.06% 140
2022
Q2 		$256K Sell
1,039
-76
-7% -$19.3K 0.06% 132
2022
Q1 		$289K Sell
1,115
-27
-2% -$6.95K 0.06% 133
2021
Q4 		$280K Buy
1,142
+235
+26% +$56.3K 0.06% 139
2021
Q3 		$217K Buy
907
+2
+0.2% +$491 0.05% 150
2021
Q2 		$215K Buy
905
+1
+0.1% +$240 0.05% 161
2021
Q1 		$215K Buy
904
+67
+8% +$16.4K 0.05% 157
2020
Q4 		$204K Sell
837
-11
-1% -$2.56K 0.05% 145
2020
Q3 		$192K Buy
848
+535
+171% +$131K 0.06% 133
2020
Q2 		$73K Buy
+313
New +$75.4K 0.03% 172

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's BDX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 183 shares — an estimated $41.8K sold.

Carolinas Wealth Consulting first reported a position in BDX in Q2 2020 and held it in 20 quarters. The position peaked at $289K in Q1 2022. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 183 Becton Dickinson shares in Q2 2025, an estimated $41.8K.
  • Carolinas Wealth Consulting first reported a position in Becton Dickinson in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Becton Dickinson position peaked at $289K in Q1 2022.
  • 1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.