Compass Financial Services’s Becton Dickinson BDX Stock Holding History

Compass Financial Services’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	–	Sell	-24	Closed	-$4.63K	–	70
2025 Q4	$4.63K	Hold	24	–	–	﹤0.01%	233
2025 Q3	$4.44K	Hold	24	–	–	﹤0.01%	243
2025 Q2	$4.07K	Buy	24 +1	+4%	+$183	﹤0.01%	250
2025 Q1	$5.38K	Hold	23	–	–	﹤0.01%	228
2024 Q4	$5.3K	Buy	+23	New	+$5.31K	﹤0.01%	160

Other funds holding BDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compass Financial Services's BDX Position: Q1 2026 in Review

Compass Financial Services sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 24 shares — an estimated $4.63K sold.

Compass Financial Services first reported a position in BDX in Q4 2024 and held it in 5 quarters. The position peaked at $5.38K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Compass Financial Services reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 24 Becton Dickinson shares in Q1 2026, an estimated $4.63K.
Compass Financial Services first reported a position in Becton Dickinson in Q4 2024 and held it in 5 quarters.
Compass Financial Services's Becton Dickinson position peaked at $5.38K in Q1 2025.
1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.