Compass Financial Management
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Compass Financial Management’s Becton Dickinson BDX Stock Holding History

Compass Financial 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
Q3 		$10.9K Sell
61
-26
-30% -$4.52K ﹤0.01% 1107
2026
Q2 		$14.2K Buy
+87
New +$13K ﹤0.01% 975

Other funds holding BDX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Compass Financial Management's BDX Position: Q3 2026 in Review

Compass Financial Management reduced its Becton Dickinson (BDX) stake by 30% in Q3 2026, selling an estimated $4.52K and leaving 61 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Compass Financial Management first reported a position in BDX in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.2K in Q2 2026. 1,287 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Compass Financial Management held 61 shares of Becton Dickinson worth $10.9K as of Q3 2026.
  • Compass Financial Management sold 26 Becton Dickinson shares in Q3 2026, an estimated $4.52K.
  • Becton Dickinson made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1107 holding.
  • Compass Financial Management first reported a position in Becton Dickinson in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Becton Dickinson position peaked at $14.2K in Q2 2026.
  • 1,287 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.