Evercore Wealth Management’s Becton Dickinson BDX Stock Holding History

Evercore 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 Q1	$1.1M	Buy	7,008 +4,466	+176%	+$820K	0.02%	212
2025 Q4	$493K	Hold	2,542	–	–	0.01%	289
2025 Q3	$476K	Sell	2,542 -1,000	-28%	-$186K	0.01%	299
2025 Q2	$610K	Sell	3,542 -166	-4%	-$30.4K	0.01%	259
2025 Q1	$849K	Hold	3,708	–	–	0.01%	233
2024 Q4	$841K	Sell	3,708 -126	-3%	-$29.1K	0.01%	226
2024 Q3	$924K	Sell	3,834 -210	-5%	-$49.2K	0.01%	223
2024 Q2	$945K	Hold	4,044	–	–	0.01%	220
2024 Q1	$1M	Sell	4,044 -16	-0.4%	-$3.83K	0.02%	216
2023 Q4	$990K	Buy	4,060 +16	+0.4%	+$3.94K	0.02%	217
2023 Q3	$1.05M	Hold	4,044	–	–	0.02%	213
2023 Q2	$1.07M	Hold	4,044	–	–	0.02%	212
2023 Q1	$1M	Sell	4,044 -21	-0.5%	-$5.14K	0.02%	213
2022 Q4	$1.03M	Buy	4,065 +21	+0.5%	+$4.96K	0.02%	209
2022 Q3	$902K	Sell	4,044 -879	-18%	-$219K	0.02%	213
2022 Q2	$1.21M	Sell	4,923 -1,378	-22%	-$350K	0.03%	187
2022 Q1	$1.64M	Sell	6,301 -17	-0.3%	-$4.38K	0.03%	178
2021 Q4	$1.55M	Sell	6,318 -76	-1%	-$18.2K	0.03%	183
2021 Q3	$1.53M	Sell	6,394 -49	-0.8%	-$12K	0.03%	183
2021 Q2	$1.53M	Sell	6,443 -205	-3%	-$49.1K	0.03%	188
2021 Q1	$1.58M	Sell	6,648 -107	-2%	-$26.1K	0.03%	186
2020 Q4	$1.65M	Buy	6,755 +1,619	+32%	+$378K	0.04%	173
2020 Q3	$1.17M	Buy	5,136 +63	+1%	+$15.5K	0.03%	182
2020 Q2	$1.18M	Buy	5,073 +37	+0.7%	+$8.92K	0.03%	180
2020 Q1	$1.13M	Sell	5,036 -149	-3%	-$36.8K	0.04%	170
2019 Q4	$1.38M	Sell	5,185 -379	-7%	-$94.5K	0.04%	186
2019 Q3	$1.37M	Buy	5,564 +398	+8%	+$98.2K	0.04%	173
2019 Q2	$1.27M	Sell	5,166 -2,729	-35%	-$634K	0.04%	181
2019 Q1	$1.92M	Buy	7,895 +38	+0.5%	+$8.98K	0.06%	153
2018 Q4	$1.73M	Sell	7,857 -22	-0.3%	-$5.11K	0.07%	141
2018 Q3	$2.01M	Buy	7,879 +51	+0.7%	+$12.6K	0.06%	144
2018 Q2	$1.83M	Buy	7,828 +46	+0.6%	+$10.2K	0.06%	150
2018 Q1	$1.65M	Sell	7,782 -1,309	-14%	-$287K	0.06%	144
2017 Q4	$1.9M	Buy	9,091 +443	+5%	+$92.8K	0.07%	144
2017 Q3	$1.65M	Hold	8,648	–	–	0.06%	149
2017 Q2	$1.65M	Sell	8,648 -323	-4%	-$59K	0.06%	151
2017 Q1	$1.61M	Sell	8,971 -328	-4%	-$57.2K	0.06%	153
2016 Q4	$1.5M	Buy	9,299 +489	+6%	+$81.2K	0.06%	152
2016 Q3	$1.54M	Sell	8,810 -307	-3%	-$52.5K	0.06%	149
2016 Q2	$1.51M	Buy	9,117 +206	+2%	+$32.9K	0.07%	146
2016 Q1	$1.32M	Sell	8,911 -933	-9%	-$132K	0.06%	153
2015 Q4	$1.48M	Buy	9,844 +200	+2%	+$28.8K	0.07%	153
2015 Q3	$1.25M	Buy	9,644 +36	+0.4%	+$5.03K	0.06%	164
2015 Q2	$1.33M	Hold	9,608	–	–	0.06%	171
2015 Q1	$1.35M	Buy	9,608 +291	+3%	+$40.7K	0.06%	167
2014 Q4	$1.26M	Buy	9,317 +3,796	+69%	+$486K	0.06%	154
2014 Q3	$612K	Hold	5,521	–	–	0.03%	237
2014 Q2	$637K	Buy	5,521 +1,154	+26%	+$131K	0.03%	239
2014 Q1	$498K	Hold	4,367	–	–	0.03%	260
2013 Q4	$471K	Sell	4,367 -65	-1%	-$6.74K	0.03%	267
2013 Q3	$433K	Buy	4,432 +445	+11%	+$43.6K	0.02%	293
2013 Q2	$385K	Buy	+3,987	New	+$380K	0.02%	316

Other funds holding BDX

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evercore Wealth Management's BDX Position: Q1 2026 in Review

Evercore Wealth Management increased its Becton Dickinson (BDX) stake by 176% in Q1 2026, buying an estimated $820K and bringing the position to 7,008 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #212.

Evercore Wealth Management first reported a position in BDX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.01M in Q3 2018. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Evercore Wealth Management held 7,008 shares of Becton Dickinson worth $1.1M as of Q1 2026.
Evercore Wealth Management bought 4,466 Becton Dickinson shares in Q1 2026, an estimated $820K.
Becton Dickinson made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #212 holding.
Evercore Wealth Management first reported a position in Becton Dickinson in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Becton Dickinson position peaked at $2.01M in Q3 2018.
1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.