Compass Wealth Management’s Becton Dickinson BDX Stock Holding History

Compass 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
2025 Q4	–	Sell	-3,246	Closed	-$608K	–	82
2025 Q3	$608K	Sell	3,246 -20	-0.6%	-$3.72K	0.14%	97
2025 Q2	$563K	Hold	3,266	–	–	0.13%	99
2025 Q1	$748K	Hold	3,266	–	–	0.19%	87
2024 Q4	$741K	Hold	3,266	–	–	0.18%	88
2024 Q3	$787K	Hold	3,266	–	–	0.19%	89
2024 Q2	$763K	Hold	3,266	–	–	0.19%	92
2024 Q1	$808K	Hold	3,266	–	–	0.2%	95
2023 Q4	$796K	Hold	3,266	–	–	0.22%	93
2023 Q3	$844K	Hold	3,266	–	–	0.27%	92
2023 Q2	$862K	Hold	3,266	–	–	0.26%	92
2023 Q1	$808K	Hold	3,266	–	–	0.26%	96
2022 Q4	$831K	Buy	+3,266	New	+$771K	0.27%	93

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Compass Wealth Management's BDX Position: Q4 2025 in Review

Compass Wealth Management sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 3,246 shares — an estimated $608K sold.

Compass Wealth Management first reported a position in BDX in Q4 2022 and held it in 12 quarters. The position peaked at $862K in Q2 2023. 1,546 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

Compass Wealth Management reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 3,246 Becton Dickinson shares in Q4 2025, an estimated $608K.
Compass Wealth Management first reported a position in Becton Dickinson in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Becton Dickinson position peaked at $862K in Q2 2023.
1,546 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.