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Concentrum Wealth Management’s Becton Dickinson BDX Stock Holding History

Concentrum 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 		– Sell
-1,276
Closed -$201K – 128
2026
Q1 		$201K Buy
+1,276
New +$234K 0.06% 110

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Concentrum Wealth Management sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 1,276 shares — an estimated $201K sold.

Concentrum Wealth Management first reported a position in BDX in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Concentrum Wealth Management reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Concentrum Wealth Management sold 1,276 Becton Dickinson shares in Q2 2026, an estimated $201K.
  • Concentrum Wealth Management first reported a position in Becton Dickinson in Q1 2026 and held it in 1 quarter.
  • Concentrum Wealth Management's Becton Dickinson position peaked at $201K in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.