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Defined Wealth Management’s Becton Dickinson BDX Stock Holding History

Defined 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
-1,302
Closed -$205K – 116
2026
Q1 		$205K Buy
1,302
+24
+2% +$4.41K 0.12% 109
2025
Q4 		$248K Buy
+1,278
New +$243K 0.14% 103
2025
Q2 		– Sell
-1,494
Closed -$342K – 107
2025
Q1 		$342K Sell
1,494
-3
-0.2% -$696 0.23% 89
2024
Q4 		$340K Sell
1,497
-3
-0.2% -$693 0.23% 90
2024
Q3 		$362K Buy
1,500
+15
+1% +$3.52K 0.23% 89
2024
Q2 		$347K Sell
1,485
-2
-0.1% -$471 0.24% 90
2024
Q1 		$368K Buy
+1,487
New +$356K 0.26% 86
2023
Q4 		– Sell
-1,489
Closed -$385K – 99
2023
Q3 		$385K Buy
1,489
+183
+14% +$49.4K 0.33% 75
2023
Q2 		$345K Buy
1,306
+1
+0.1% +$254 0.29% 80
2023
Q1 		$323K Buy
1,305
+355
+37% +$86.9K 0.3% 81
2022
Q4 		$242K Buy
950
+40
+4% +$9.44K 0.23% 96
2022
Q3 		$203K Buy
+910
New +$226K 0.22% 88

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

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

Defined Wealth Management sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 1,302 shares — an estimated $205K sold.

Defined Wealth Management first reported a position in BDX in Q3 2022 and held it in 12 quarters. The position peaked at $385K in Q3 2023. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Defined Wealth Management reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Defined Wealth Management sold 1,302 Becton Dickinson shares in Q2 2026, an estimated $205K.
  • Defined Wealth Management first reported a position in Becton Dickinson in Q3 2022 and held it in 12 quarters.
  • Defined Wealth Management's Becton Dickinson position peaked at $385K in Q3 2023.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.