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GoalVest Advisory’s Becton Dickinson BDX Stock Holding History

GoalVest Advisory’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 		$4.24K Buy
+28
New +$4.19K ﹤0.01% 397
2026
Q1 		– Sell
-120
Closed -$23.3K – 458
2025
Q4 		$23.3K Buy
+120
New +$22.8K ﹤0.01% 333
2025
Q2 		– Sell
-3
Closed -$687 – 372
2025
Q1 		$687 Buy
+3
New +$696 ﹤0.01% 345
2024
Q1 		– Sell
-144
Closed -$34.5K – 415
2023
Q4 		$35.1K Buy
144
+30
+26% +$7.39K 0.02% 168
2023
Q3 		$29.5K Buy
114
+45
+65% +$12.2K 0.01% 181
2023
Q2 		$18.2K Buy
+69
New +$17.5K 0.01% 208
2022
Q2 		– Sell
-8
Closed -$2K – 323
2022
Q1 		$2K Buy
+8
New +$2.06K ﹤0.01% 285

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

GoalVest Advisory's BDX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Becton Dickinson (BDX) in Q2 2026: 28 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BDX as recently as Q4 2025.

GoalVest Advisory first reported a position in BDX in Q1 2022 and has held it in 7 quarters since. The position peaked at $35.1K in Q4 2023. 226 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • GoalVest Advisory held 28 shares of Becton Dickinson worth $4.24K as of Q2 2026.
  • Becton Dickinson was a new GoalVest Advisory position in Q2 2026.
  • Becton Dickinson made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #397 holding.
  • GoalVest Advisory first reported a position in Becton Dickinson in Q1 2022 and has held it in 7 quarters since.
  • GoalVest Advisory's Becton Dickinson position peaked at $35.1K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.