Cherry Tree Wealth Management’s Becton Dickinson BDX Stock Holding History

Cherry Tree Wealth Management’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	$84.9K	Hold	540	–	–	0.02%	226
2025 Q4	$105K	Hold	540	–	–	0.02%	217
2025 Q3	$101K	Hold	540	–	–	0.02%	215
2025 Q2	$93K	Hold	540	–	–	0.02%	221
2025 Q1	$124K	Hold	540	–	–	0.03%	195
2024 Q4	$123K	Hold	540	–	–	0.03%	193
2024 Q3	$130K	Hold	540	–	–	0.03%	192
2024 Q2	$126K	Hold	540	–	–	0.03%	184
2024 Q1	$134K	Hold	540	–	–	0.03%	182
2023 Q4	$132K	Sell	540 -12	-2%	-$2.96K	0.04%	176
2023 Q3	$143K	Hold	552	–	–	0.04%	161
2023 Q2	$146K	Buy	+552	New	+$140K	0.04%	159

Other funds holding BDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Tree Wealth Management's BDX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Becton Dickinson (BDX) position steady in Q1 2026 at 540 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #226.

Cherry Tree Wealth Management first reported a position in BDX in Q2 2023 and has held it in 12 quarters since. The position peaked at $146K in Q2 2023. 1,473 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Cherry Tree Wealth Management held 540 shares of Becton Dickinson worth $84.9K as of Q1 2026.
Cherry Tree Wealth Management left its Becton Dickinson share count unchanged in Q1 2026.
Becton Dickinson made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #226 holding.
Cherry Tree Wealth Management first reported a position in Becton Dickinson in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Becton Dickinson position peaked at $146K in Q2 2023.
1,473 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.