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Evermay Wealth Management’s Becton Dickinson BDX Stock Holding History

Evermay 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 		$23.3K Buy
+154
New +$23K ﹤0.01% 430
2024
Q1 		– Sell
-3
Closed -$732 – 623
2023
Q4 		$732 Buy
+3
New +$739 ﹤0.01% 554
2021
Q3 		– Sell
-32
Closed -$8K – 459
2021
Q2 		$8K Buy
+32
New +$7.67K ﹤0.01% 416

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

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

Evermay Wealth Management opened a new position in Becton Dickinson (BDX) in Q2 2026: 154 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in BDX as recently as Q4 2023.

Evermay Wealth Management first reported a position in BDX in Q2 2021 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Evermay Wealth Management held 154 shares of Becton Dickinson worth $23.3K as of Q2 2026.
  • Becton Dickinson was a new Evermay Wealth Management position in Q2 2026.
  • Becton Dickinson made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Evermay Wealth Management first reported a position in Becton Dickinson in Q2 2021 and has held it in 3 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.