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Excalibur Management’s Becton Dickinson BDX Stock Holding History

Excalibur 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 		$254K Sell
1,618
-180
-10% -$33K 0.09% 146
2025
Q4 		$349K Sell
1,798
-54
-3% -$10.3K 0.13% 123
2025
Q3 		$347K Sell
1,852
-62
-3% -$11.5K 0.13% 126
2025
Q2 		$330K Hold
1,914
– – 0.12% 127
2025
Q1 		$438K Sell
1,914
-20
-1% -$4.64K 0.17% 108
2024
Q4 		$439K Hold
1,934
– – 0.17% 105
2024
Q3 		$466K Sell
1,934
-13
-0.7% -$3.05K 0.18% 109
2024
Q2 		$455K Sell
1,947
-25
-1% -$5.89K 0.19% 106
2024
Q1 		$488K Buy
1,972
+7
+0.4% +$1.68K 0.21% 101
2023
Q4 		$479K Sell
1,965
-10
-0.5% -$2.46K 0.23% 93
2023
Q3 		$511K Hold
1,975
– – 0.27% 87
2023
Q2 		$521K Hold
1,975
– – 0.27% 89
2023
Q1 		$489K Hold
1,975
– – 0.25% 92
2022
Q4 		$502K Sell
1,975
-25
-1% -$5.9K 0.26% 89
2022
Q3 		$446K Buy
2,000
+200
+11% +$49.8K 0.25% 89
2022
Q2 		$444K Sell
1,800
-45
-2% -$11.4K 0.23% 97
2022
Q1 		$479K Sell
1,845
-5
-0.3% -$1.29K 0.21% 101
2021
Q4 		$454K Sell
1,850
-5
-0.3% -$1.2K 0.18% 107
2021
Q3 		$445K Sell
1,855
-9
-0.5% -$2.21K 0.2% 106
2021
Q2 		$442K Buy
1,864
+9
+0.5% +$2.16K 0.2% 101
2021
Q1 		$440K Hold
1,855
– – 0.22% 95
2020
Q4 		$453K Hold
1,855
– – 0.24% 85
2020
Q3 		$421K Hold
1,855
– – 0.26% 82
2020
Q2 		$433K Hold
1,855
– – 0.29% 67
2020
Q1 		$416K Sell
1,855
-21
-1% -$5.18K 0.32% 61
2019
Q4 		$498K Buy
+1,876
New +$468K 0.33% 60

Other funds holding BDX

BlackRock
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Excalibur Management's BDX Position: Q1 2026 in Review

Excalibur Management reduced its Becton Dickinson (BDX) stake by 10% in Q1 2026, selling an estimated $33K and leaving 1,618 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #146.

Excalibur Management first reported a position in BDX in Q4 2019 and has held it in 26 quarters since. The position peaked at $521K in Q2 2023. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Excalibur Management held 1,618 shares of Becton Dickinson worth $254K as of Q1 2026.
  • Excalibur Management sold 180 Becton Dickinson shares in Q1 2026, an estimated $33K.
  • Becton Dickinson made up 0.09% of Excalibur Management's portfolio in Q1 2026, its #146 holding.
  • Excalibur Management first reported a position in Becton Dickinson in Q4 2019 and has held it in 26 quarters since.
  • Excalibur Management's Becton Dickinson position peaked at $521K in Q2 2023.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.