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Cypress Wealth Services’s Becton Dickinson BDX Stock Holding History

Cypress Wealth Services’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 		$610K Buy
4,032
+73
+2% +$10.9K 0.07% 203
2026
Q1 		$622K Buy
3,959
+1,584
+67% +$291K 0.09% 183
2025
Q4 		$461K Sell
2,375
-1,539
-39% -$293K 0.06% 218
2025
Q3 		$733K Buy
3,914
+322
+9% +$59.8K 0.12% 130
2025
Q2 		$619K Buy
3,592
+570
+19% +$104K 0.11% 146
2025
Q1 		$692K Sell
3,022
-127
-4% -$29.5K 0.14% 120
2024
Q4 		$714K Buy
+3,149
New +$727K 0.14% 115
2022
Q3 		– Sell
-869
Closed -$214K – 227
2022
Q2 		$214K Buy
+869
New +$221K 0.07% 207
2020
Q3 		– Sell
-5,566
Closed -$1.3M – 284
2020
Q2 		$1.3M Buy
5,566
+154
+3% +$37.1K 0.31% 76
2020
Q1 		$1.21M Hold
5,412
– – 0.36% 76
2019
Q4 		$1.44M Sell
5,412
-923
-15% -$230K 0.36% 83
2019
Q3 		$1.56M Hold
6,335
– – 0.43% 73
2019
Q2 		$1.56M Sell
6,335
-4
-0.1% -$929 0.45% 68
2019
Q1 		$1.54M Buy
6,339
+916
+17% +$217K 0.49% 62
2018
Q4 		$1.19M Buy
5,423
+11
+0.2% +$2.55K 0.47% 65
2018
Q3 		$1.38M Hold
5,412
– – 0.49% 61
2018
Q2 		$1.26M Buy
5,412
+1
+0% +$223 0.48% 62
2018
Q1 		$1.14M Sell
5,411
-17
-0.3% -$3.72K 0.49% 60
2017
Q4 		$1.13M Buy
+5,428
New +$1.14M 0.47% 58

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Cypress Wealth Services's BDX Position: Q2 2026 in Review

Cypress Wealth Services increased its Becton Dickinson (BDX) stake by 1.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,032 shares worth $610K. The position accounts for 0.07% of the portfolio, ranked #203.

Cypress Wealth Services first reported a position in BDX in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.56M in Q3 2019. 367 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Cypress Wealth Services held 4,032 shares of Becton Dickinson worth $610K as of Q2 2026.
  • Cypress Wealth Services bought 73 Becton Dickinson shares in Q2 2026, an estimated $10.9K.
  • Becton Dickinson made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #203 holding.
  • Cypress Wealth Services first reported a position in Becton Dickinson in Q4 2017 and has held it in 19 quarters since.
  • Cypress Wealth Services's Becton Dickinson position peaked at $1.56M in Q3 2019.
  • 367 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.