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Concord Wealth Partners’s Becton Dickinson BDX Stock Holding History

Concord Wealth Partners’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 		$65K Buy
+430
New +$64.3K 0.01% 329
2026
Q1 		– Sell
-398
Closed -$77.2K – 257
2025
Q4 		$77.2K Hold
398
– – 0.01% 283
2025
Q3 		$74.4K Sell
398
-443
-53% -$82.3K 0.01% 287
2025
Q2 		$145K Buy
841
+445
+112% +$81.6K 0.02% 234
2025
Q1 		$90.6K Buy
396
+25
+7% +$5.8K 0.01% 256
2024
Q4 		$84.1K Buy
371
+32
+9% +$7.39K 0.01% 268
2024
Q3 		$81.8K Buy
339
+94
+38% +$22K 0.01% 275
2024
Q2 		$57.3K Sell
245
-202
-45% -$47.6K 0.01% 292
2024
Q1 		$111K Buy
447
+126
+39% +$30.2K 0.02% 264
2023
Q4 		$78.2K Sell
321
-243
-43% -$59.9K 0.02% 305
2023
Q3 		$146K Sell
564
-27
-5% -$7.29K 0.03% 228
2023
Q2 		$156K Buy
591
+97
+20% +$24.6K 0.03% 218
2023
Q1 		$122K Sell
494
-103
-17% -$25.2K 0.03% 225
2022
Q4 		$152K Buy
+597
New +$141K 0.05% 196
2022
Q3 		– Sell
-761
Closed -$188K – 250
2022
Q2 		$188K Sell
761
-18
-2% -$4.57K 0.05% 166
2022
Q1 		$202K Hold
779
– – 0.05% 180
2021
Q4 		$191K Buy
779
+345
+79% +$82.7K 0.05% 195
2021
Q3 		$104K Sell
434
-86
-17% -$21.1K 0.04% 131
2021
Q2 		$123K Buy
520
+226
+77% +$54.2K 0.04% 204
2021
Q1 		$70K Buy
294
+292
+14,600% +$71.3K 0.02% 275
2020
Q4 		$1K Buy
+2
New +$466 ﹤0.01% 600

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

Concord Wealth Partners's BDX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Becton Dickinson (BDX) in Q2 2026: 430 shares worth $65K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BDX as recently as Q4 2025.

Concord Wealth Partners first reported a position in BDX in Q4 2020 and has held it in 21 quarters since. The position peaked at $202K in Q1 2022. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Concord Wealth Partners held 430 shares of Becton Dickinson worth $65K as of Q2 2026.
  • Becton Dickinson was a new Concord Wealth Partners position in Q2 2026.
  • Becton Dickinson made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #329 holding.
  • Concord Wealth Partners first reported a position in Becton Dickinson in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Becton Dickinson position peaked at $202K in Q1 2022.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.