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Evelyn Partners Investment Management’s Becton Dickinson BDX Stock Holding History

Evelyn Partners Investment 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
Q1 		$1.61M Sell
10,254
-1,435
-12% -$263K 0.04% 112
2025
Q4 		$2.27M Sell
11,689
-1,886
-14% -$359K 0.06% 99
2025
Q3 		$2.54M Sell
13,575
-1,720
-11% -$320K 0.07% 97
2025
Q2 		$2.63M Sell
15,295
-808
-5% -$148K 0.08% 96
2025
Q1 		$3.69M Sell
16,103
-24,602
-60% -$5.71M 0.12% 83
2024
Q4 		$9.23M Buy
+40,705
New +$9.4M 0.3% 58

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evelyn Partners Investment Management's BDX Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Becton Dickinson (BDX) stake by 12% in Q1 2026, selling an estimated $263K and leaving 10,254 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #112.

Evelyn Partners Investment Management first reported a position in BDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.23M in Q4 2024. 1,470 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Evelyn Partners Investment Management held 10,254 shares of Becton Dickinson worth $1.61M as of Q1 2026.
  • Evelyn Partners Investment Management sold 1,435 Becton Dickinson shares in Q1 2026, an estimated $263K.
  • Becton Dickinson made up 0.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #112 holding.
  • Evelyn Partners Investment Management first reported a position in Becton Dickinson in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Becton Dickinson position peaked at $9.23M in Q4 2024.
  • 1,470 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.