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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
Q3 		$233K Buy
+1,299
New +$226K 0.12% 109
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Defined Wealth Management's BDX Position: Q3 2026 in Review

Defined Wealth Management opened a new position in Becton Dickinson (BDX) in Q3 2026: 1,299 shares worth $233K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings. This is a return to the name: Defined Wealth Management previously reported a position in BDX as recently as Q1 2026.

Defined Wealth Management first reported a position in BDX in Q3 2022 and has held it in 13 quarters since. The position peaked at $385K in Q3 2023. 278 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Defined Wealth Management held 1,299 shares of Becton Dickinson worth $233K as of Q3 2026.
  • Becton Dickinson was a new Defined Wealth Management position in Q3 2026.
  • Becton Dickinson made up 0.12% of Defined Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Defined Wealth Management first reported a position in Becton Dickinson in Q3 2022 and has held it in 13 quarters since.
  • Defined Wealth Management's Becton Dickinson position peaked at $385K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.