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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Becton Dickinson BDX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$68.8K Buy
454
+57
+14% +$8.53K 0.02% 282
2026
Q1 		$62.6K Buy
397
+4
+1% +$734 0.02% 277
2025
Q4 		$76.4K Buy
393
+2
+0.5% +$381 0.02% 258
2025
Q3 		$73.3K Buy
391
+2
+0.5% +$372 0.02% 237
2025
Q2 		$67.2K Buy
+389
New +$71.3K 0.02% 242

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BDX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Becton Dickinson (BDX) stake by 14% in Q2 2026, buying an estimated $8.53K and bringing the position to 454 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #282.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $76.4K in Q4 2025. 853 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 454 shares of Becton Dickinson worth $68.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 57 Becton Dickinson shares in Q2 2026, an estimated $8.53K.
  • Becton Dickinson made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #282 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Becton Dickinson in Q2 2025 and has held it in 5 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Becton Dickinson position peaked at $76.4K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.