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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Compass Wealth Management's BDX Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Becton Dickinson (BDX) in Q2 2026: 3,209 shares worth $486K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in BDX as recently as Q3 2025.

Compass Wealth Management first reported a position in BDX in Q4 2022 and has held it in 13 quarters since. The position peaked at $862K in Q2 2023. 1,443 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Compass Wealth Management held 3,209 shares of Becton Dickinson worth $486K as of Q2 2026.
Becton Dickinson was a new Compass Wealth Management position in Q2 2026.
Becton Dickinson made up 0.09% of Compass Wealth Management's portfolio in Q2 2026, its #124 holding.
Compass Wealth Management first reported a position in Becton Dickinson in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Becton Dickinson position peaked at $862K in Q2 2023.
1,443 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.