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CWS Financial Advisors’s Becton Dickinson BDX Stock Holding History

CWS Financial Advisors’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 		$203K Buy
1,339
+3
+0.2% +$449 0.05% 169
2026
Q1 		$210K Buy
1,336
+63
+5% +$11.6K 0.05% 149
2025
Q4 		$247K Buy
1,273
+159
+14% +$30.3K 0.07% 132
2025
Q3 		$208K Buy
+1,114
New +$207K 0.06% 136
2025
Q2 		– Sell
-1,108
Closed -$254K – 137
2025
Q1 		$254K Buy
1,108
+2
+0.2% +$464 0.08% 114
2024
Q4 		$251K Sell
1,106
-20
-2% -$4.62K 0.08% 106
2024
Q3 		$272K Buy
1,126
+79
+8% +$18.5K 0.1% 97
2024
Q2 		$245K Buy
1,047
+4
+0.4% +$942 0.1% 95
2024
Q1 		$258K Sell
1,043
-667
-39% -$160K 0.11% 95
2023
Q4 		$417K Sell
1,710
-174
-9% -$42.9K 0.16% 102
2023
Q3 		$487K Sell
1,884
-14
-0.7% -$3.78K 0.2% 81
2023
Q2 		$501K Sell
1,898
-143
-7% -$36.3K 0.19% 83
2023
Q1 		$505K Buy
2,041
+140
+7% +$34.3K 0.2% 79
2022
Q4 		$462K Sell
1,901
-169
-8% -$39.9K 0.2% 78
2022
Q3 		$461K Sell
2,070
-3
-0.1% -$747 0.22% 79
2022
Q2 		$511K Sell
2,073
-44
-2% -$11.2K 0.23% 79
2022
Q1 		$549K Buy
2,117
+52
+3% +$13.4K 0.21% 79
2021
Q4 		$507K Buy
+2,065
New +$495K 0.18% 83
2021
Q2 		$469K Buy
1,977
+28
+1% +$6.71K 0.19% 82
2021
Q1 		$462K Buy
1,949
+25
+1% +$6.11K 0.2% 78
2020
Q4 		$470K Sell
1,924
-154
-7% -$35.9K 0.27% 69
2020
Q3 		$472K Buy
2,078
+2
+0.1% +$491 0.31% 66
2020
Q2 		$485K Buy
2,076
+109
+6% +$26.3K 0.35% 66
2020
Q1 		$522K Hold
1,967
– – 0.39% 56
2019
Q4 		$522K Buy
+1,967
New +$490K 0.38% 57

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

CWS Financial Advisors's BDX Position: Q2 2026 in Review

CWS Financial Advisors increased its Becton Dickinson (BDX) stake by 0.22% in Q2 2026, buying an estimated $449 and bringing the position to 1,339 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #169.

CWS Financial Advisors first reported a position in BDX in Q4 2019 and has held it in 25 quarters since. The position peaked at $549K in Q1 2022. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • CWS Financial Advisors held 1,339 shares of Becton Dickinson worth $203K as of Q2 2026.
  • CWS Financial Advisors bought 3 Becton Dickinson shares in Q2 2026, an estimated $449.
  • Becton Dickinson made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • CWS Financial Advisors first reported a position in Becton Dickinson in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Becton Dickinson position peaked at $549K in Q1 2022.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.