Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Becton Dickinson BDX Stock Holding History

Carson Wealth (CWM 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
Q1 		$6.4M Sell
40,685
-3,022
-7% -$555K 0.02% 709
2025
Q4 		$8.48M Buy
43,707
+5,502
+14% +$1.05M 0.02% 578
2025
Q3 		$7.15M Buy
38,205
+15,609
+69% +$2.9M 0.02% 584
2025
Q2 		$3.89M Buy
22,596
+10,560
+88% +$1.94M 0.01% 674
2025
Q1 		$2.76M Sell
12,036
-363
-3% -$84.2K 0.01% 723
2024
Q4 		$2.81M Buy
12,399
+3,434
+38% +$793K 0.01% 657
2024
Q3 		$2.16M Buy
8,965
+57
+0.6% +$13.4K 0.01% 671
2024
Q2 		$2.08M Buy
8,908
+1,143
+15% +$269K 0.01% 638
2024
Q1 		$1.92M Buy
7,765
+1,462
+23% +$350K 0.01% 631
2023
Q4 		$1.54M Buy
6,303
+46
+0.7% +$11.3K 0.01% 641
2023
Q3 		$1.62M Buy
6,257
+928
+17% +$251K 0.01% 598
2023
Q2 		$1.41M Buy
5,329
+566
+12% +$144K 0.01% 602
2023
Q1 		$1.18M Buy
4,763
+1,215
+34% +$297K 0.01% 615
2022
Q4 		$902K Sell
3,548
-884
-20% -$209K 0.01% 649
2022
Q3 		$988K Buy
4,432
+476
+12% +$118K 0.01% 565
2022
Q2 		$975K Buy
3,956
+825
+26% +$209K 0.01% 568
2022
Q1 		$813K Buy
3,131
+823
+36% +$212K 0.01% 613
2021
Q4 		$566K Buy
+2,308
New +$553K ﹤0.01% 693
2021
Q2 		$359K Hold
1,515
– – ﹤0.01% 739
2021
Q1 		$359K Hold
1,515
– – ﹤0.01% 739
2020
Q4 		$359K Hold
1,515
– – ﹤0.01% 739
2020
Q3 		$359K Hold
1,515
– – ﹤0.01% 739
2020
Q2 		$359K Hold
1,515
– – ﹤0.01% 739
2020
Q1 		$359K Hold
1,515
– – ﹤0.01% 739
2019
Q4 		$359K Hold
1,515
– – ﹤0.01% 739
2019
Q3 		$359K Hold
1,515
– – ﹤0.01% 739
2019
Q2 		$359K Hold
1,515
– – ﹤0.01% 739
2019
Q1 		$359K Buy
1,515
+664
+78% +$157K ﹤0.01% 739
2018
Q4 		$187K Buy
851
+45
+6% +$10.4K ﹤0.01% 614
2018
Q3 		$205K Buy
806
+1
+0.1% +$246 0.01% 511
2018
Q2 		$188K Buy
805
+641
+391% +$143K 0.01% 430
2018
Q1 		$35K Hold
164
– – ﹤0.01% 612
2017
Q4 		$34K Sell
164
-14
-8% -$2.93K ﹤0.01% 598
2017
Q3 		$34K Buy
178
+142
+394% +$27.5K ﹤0.01% 590
2017
Q2 		$7K Buy
36
+31
+620% +$5.66K ﹤0.01% 829
2017
Q1 		$1K Hold
5
– – ﹤0.01% 1040
2016
Q4 		$1K Sell
5
-493
-99% -$81.8K ﹤0.01% 1036
2016
Q3 		$87K Buy
498
+22
+5% +$3.76K 0.01% 353
2016
Q2 		$79K Buy
476
+2
+0.4% +$320 0.01% 330
2016
Q1 		$70K Buy
474
+2
+0.4% +$284 0.01% 309
2015
Q4 		$71K Buy
472
+2
+0.4% +$288 0.01% 288
2015
Q3 		$61K Buy
+470
New +$65.6K 0.01% 270
2014
Q1 		– Sell
-522
Closed -$56K – 179
2013
Q4 		$56K Buy
522
+447
+596% +$46.3K 0.01% 248
2013
Q3 		$7K Buy
+75
New +$7.34K ﹤0.01% 345

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BDX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Becton Dickinson (BDX) stake by 6.9% in Q1 2026, selling an estimated $555K and leaving 40,685 shares worth $6.4M. The position accounts for 0.02% of the portfolio, ranked #709.

Carson Wealth (CWM LLC) first reported a position in BDX in Q3 2013 and has held it in 44 quarters since. The position peaked at $8.48M in Q4 2025. 1,471 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,685 shares of Becton Dickinson worth $6.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,022 Becton Dickinson shares in Q1 2026, an estimated $555K.
  • Becton Dickinson made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #709 holding.
  • Carson Wealth (CWM LLC) first reported a position in Becton Dickinson in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Becton Dickinson position peaked at $8.48M in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.