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Forum Financial Management’s Becton Dickinson BDX Stock Holding History

Forum Financial 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 		– Sell
-5,607
Closed -$1.09M – 406
2025
Q4 		$1.09M Sell
5,607
-218
-4% -$41.5K 0.01% 232
2025
Q3 		$1.09M Buy
5,825
+1,236
+27% +$230K 0.01% 220
2025
Q2 		$790K Buy
4,589
+736
+19% +$135K 0.01% 258
2025
Q1 		$883K Buy
+3,853
New +$894K 0.01% 228
2024
Q4 		– Sell
-2,467
Closed -$595K – 932
2024
Q3 		$595K Buy
2,467
+692
+39% +$162K 0.01% 282
2024
Q2 		$415K Sell
1,775
-22
-1% -$5.18K 0.01% 365
2024
Q1 		$445K Buy
1,797
+24
+1% +$5.75K 0.01% 365
2023
Q4 		$432K Sell
1,773
-1,058
-37% -$261K 0.01% 331
2023
Q3 		$732K Buy
2,831
+21
+0.7% +$5.67K 0.02% 206
2023
Q2 		$742K Buy
2,810
+9
+0.3% +$2.29K 0.02% 204
2023
Q1 		$693K Buy
2,801
+434
+18% +$106K 0.02% 195
2022
Q4 		$602K Sell
2,367
-89
-4% -$21K 0.02% 216
2022
Q3 		$547K Sell
2,456
-1,765
-42% -$439K 0.03% 205
2022
Q2 		$1.04M Sell
4,221
-142
-3% -$36.1K 0.05% 121
2022
Q1 		$1.13M Buy
4,363
+149
+4% +$38.4K 0.05% 108
2021
Q4 		$1.03M Buy
+4,214
New +$1.01M 0.05% 124

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's BDX Position: Q1 2026 in Review

Forum Financial Management sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 5,607 shares — an estimated $1.09M sold.

Forum Financial Management first reported a position in BDX in Q4 2021 and held it in 16 quarters. The position peaked at $1.13M in Q1 2022. 1,472 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Forum Financial Management reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,607 Becton Dickinson shares in Q1 2026, an estimated $1.09M.
  • Forum Financial Management first reported a position in Becton Dickinson in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Becton Dickinson position peaked at $1.13M in Q1 2022.
  • 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.