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
2026 Q3	$574K	Hold	3,209	–	–	0.11%	113
2026 Q2	$486K	Buy	+3,209	New	+$480K	0.09%	124
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Compass Wealth Management held its Becton Dickinson (BDX) position steady in Q3 2026 at 3,209 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #113.

Compass Wealth Management first reported a position in BDX in Q4 2022 and has held it in 14 quarters since. The position peaked at $862K in Q2 2023. 910 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

Compass Wealth Management held 3,209 shares of Becton Dickinson worth $574K as of Q3 2026.
Compass Wealth Management left its Becton Dickinson share count unchanged in Q3 2026.
Becton Dickinson made up 0.11% of Compass Wealth Management's portfolio in Q3 2026, its #113 holding.
Compass Wealth Management first reported a position in Becton Dickinson in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Becton Dickinson position peaked at $862K in Q2 2023.
910 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.