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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
Q2 		$245K Hold
1,618
– – 0.08% 157
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 $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

Excalibur Management's BDX Position: Q2 2026 in Review

Excalibur Management held its Becton Dickinson (BDX) position steady in Q2 2026 at 1,618 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #157.

Excalibur Management first reported a position in BDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $521K in Q2 2023. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Excalibur Management held 1,618 shares of Becton Dickinson worth $245K as of Q2 2026.
  • Excalibur Management left its Becton Dickinson share count unchanged in Q2 2026.
  • Becton Dickinson made up 0.08% of Excalibur Management's portfolio in Q2 2026, its #157 holding.
  • Excalibur Management first reported a position in Becton Dickinson in Q4 2019 and has held it in 27 quarters since.
  • Excalibur Management's Becton Dickinson position peaked at $521K in Q2 2023.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.