FFWA
BDX icon

FRG Family Wealth Advisors’s Becton Dickinson BDX Stock Holding History

FRG Family Wealth Advisors’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 		$1.76M Sell
11,196
-1,571
-12% -$288K 0.29% 60
2025
Q4 		$2.48M Sell
12,767
-215
-2% -$40.9K 0.38% 50
2025
Q3 		$2.43M Sell
12,982
-795
-6% -$148K 0.39% 52
2025
Q2 		$2.37M Sell
13,777
-275
-2% -$50.4K 0.41% 46
2025
Q1 		$3.22M Sell
14,052
-70
-0.5% -$16.2K 0.62% 39
2024
Q4 		$3.2M Sell
14,122
-155
-1% -$35.8K 0.58% 37
2024
Q3 		$3.44M Sell
14,277
-300
-2% -$70.3K 0.62% 37
2024
Q2 		$3.43M Buy
14,577
+795
+6% +$187K 0.66% 35
2024
Q1 		$3.23M Sell
13,782
-85
-0.6% -$20.3K 0.63% 35
2023
Q4 		$3.38M Sell
13,867
-1,380
-9% -$340K 0.69% 34
2023
Q3 		$3.94M Sell
15,247
-50
-0.3% -$13.5K 0.89% 30
2023
Q2 		$4.04M Buy
15,297
+50
+0.3% +$12.7K 0.88% 29
2023
Q1 		$3.77M Sell
15,247
-285
-2% -$69.7K 0.86% 32
2022
Q4 		$3.95M Sell
15,532
-300
-2% -$70.8K 0.94% 31
2022
Q3 		$3.53M Hold
15,832
– – 0.87% 30
2022
Q2 		$3.9M Sell
15,832
-396
-2% -$101K 0.9% 32
2022
Q1 		$4.21M Sell
16,228
-103
-0.6% -$26.5K 0.82% 32
2021
Q4 		$4.01M Sell
16,331
-1,339
-8% -$321K 0.75% 32
2021
Q3 		$4.24M Sell
17,670
-1,476
-8% -$362K 0.83% 30
2021
Q2 		$4.54M Sell
19,146
-2,291
-11% -$549K 0.86% 30
2021
Q1 		$5.08M Hold
21,437
– – 1.04% 27
2020
Q4 		$5.23M Hold
21,437
– – 1.14% 26
2020
Q3 		$4.87M Hold
21,437
– – 1.18% 24
2020
Q2 		$5M Sell
21,437
-102
-0.5% -$24.6K 1.32% 21
2020
Q1 		$4.83M Sell
21,539
-377
-2% -$93.1K 1.47% 19
2019
Q4 		$5.82M Sell
21,916
-474
-2% -$118K 1.41% 21
2019
Q3 		$5.53M Sell
22,390
-192
-0.9% -$47.4K 1.43% 21
2019
Q2 		$5.55M Buy
22,582
+769
+4% +$179K 1.46% 18
2019
Q1 		$5.32M Buy
21,813
+1,214
+6% +$287K 1.51% 12
2018
Q4 		$4.53M Sell
20,599
-1,466
-7% -$340K 1.48% 13
2018
Q3 		$5.62M Sell
22,065
-77
-0.3% -$19K 1.54% 12
2018
Q2 		$5.17M Buy
22,142
+1,168
+6% +$260K 1.55% 10
2018
Q1 		$4.43M Sell
20,974
-66
-0.3% -$14.5K 1.47% 15
2017
Q4 		$4.39M Hold
21,040
– – 1.42% 17
2017
Q3 		$4.02M Sell
21,040
-349
-2% -$67.7K 1.39% 16
2017
Q2 		$4.07M Buy
21,389
+296
+1% +$54.1K 1.5% 17
2017
Q1 		$3.78M Sell
21,093
-252
-1% -$43.9K 1.47% 17
2016
Q4 		$3.45M Sell
21,345
-378
-2% -$62.7K 1.44% 18
2016
Q3 		$3.81M Sell
21,723
-118
-0.5% -$20.2K 1.72% 13
2016
Q2 		$3.61M Sell
21,841
-188
-0.9% -$30.1K 1.63% 14
2016
Q1 		$3.28M Sell
22,029
-554
-2% -$78.6K 1.59% 16
2015
Q4 		$3.4M Buy
+22,583
New +$3.25M 1.65% 13

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

FRG Family Wealth Advisors's BDX Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Becton Dickinson (BDX) stake by 12% in Q1 2026, selling an estimated $288K and leaving 11,196 shares worth $1.76M. The position accounts for 0.29% of the portfolio, ranked #60.

FRG Family Wealth Advisors first reported a position in BDX in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.82M in Q4 2019. 1,466 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • FRG Family Wealth Advisors held 11,196 shares of Becton Dickinson worth $1.76M as of Q1 2026.
  • FRG Family Wealth Advisors sold 1,571 Becton Dickinson shares in Q1 2026, an estimated $288K.
  • Becton Dickinson made up 0.29% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • FRG Family Wealth Advisors first reported a position in Becton Dickinson in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Becton Dickinson position peaked at $5.82M in Q4 2019.
  • 1,466 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.