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Goelzer Investment Management’s Becton Dickinson BDX Stock Holding History

Goelzer Investment 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 		$549K Sell
3,631
-50
-1% -$7.48K 0.02% 225
2026
Q1 		$579K Sell
3,681
-203
-5% -$37.3K 0.03% 218
2025
Q4 		$754K Buy
+3,884
New +$739K 0.04% 180
2025
Q2 		– Sell
-1,159
Closed -$265K – 246
2025
Q1 		$265K Hold
1,159
– – 0.02% 222
2024
Q4 		$263K Buy
1,159
+100
+9% +$23.1K 0.02% 224
2024
Q3 		$255K Sell
1,059
-180
-15% -$42.2K 0.01% 216
2024
Q2 		$290K Hold
1,239
– – 0.02% 216
2024
Q1 		$307K Hold
1,239
– – 0.02% 221
2023
Q4 		$302K Sell
1,239
-892
-42% -$220K 0.02% 211
2023
Q3 		$551K Buy
2,131
+207
+11% +$55.9K 0.04% 163
2023
Q2 		$508K Sell
1,924
-185
-9% -$47K 0.04% 178
2023
Q1 		$522K Buy
2,109
+88
+4% +$21.5K 0.05% 177
2022
Q4 		$514K Buy
2,021
+146
+8% +$34.5K 0.04% 180
2022
Q3 		$418K Buy
1,875
+10
+0.5% +$2.49K 0.04% 187
2022
Q2 		$460K Sell
1,865
-30
-2% -$7.62K 0.04% 180
2022
Q1 		$492K Buy
1,895
+68
+4% +$17.5K 0.04% 175
2021
Q4 		$448K Sell
1,827
-7
-0.4% -$1.68K 0.04% 190
2021
Q3 		$440K Sell
1,834
-206
-10% -$50.5K 0.04% 184
2021
Q2 		$484K Buy
2,040
+33
+2% +$7.91K 0.04% 183
2021
Q1 		$476K Sell
2,007
-79
-4% -$19.3K 0.04% 177
2020
Q4 		$509K Sell
2,086
-302
-13% -$70.4K 0.05% 169
2020
Q3 		$542K Sell
2,388
-8,735
-79% -$2.15M 0.05% 193
2020
Q2 		$2.6M Sell
11,123
-252
-2% -$60.7K 0.25% 109
2020
Q1 		$2.55M Sell
11,375
-25
-0.2% -$6.17K 0.29% 100
2019
Q4 		$3.02M Buy
11,400
+90
+0.8% +$22.4K 0.26% 110
2019
Q3 		$2.79M Sell
11,310
-11
-0.1% -$2.71K 0.26% 113
2019
Q2 		$2.78M Buy
11,321
+10,009
+763% +$2.33M 0.26% 112
2019
Q1 		$320K Buy
1,312
+19
+1% +$4.49K 0.03% 230
2018
Q4 		$284K Sell
1,293
-315
-20% -$73.1K 0.04% 182
2018
Q3 		$410K Hold
1,608
– – 0.05% 177
2018
Q2 		$376K Buy
1,608
+146
+10% +$32.5K 0.04% 179
2018
Q1 		$309K Buy
1,462
+41
+3% +$8.98K 0.04% 183
2017
Q4 		$297K Buy
+1,421
New +$298K 0.03% 185
2017
Q2 		– Sell
-1,325
Closed -$237K – 198
2017
Q1 		$237K Buy
+1,325
New +$231K 0.03% 187

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goelzer Investment Management's BDX Position: Q2 2026 in Review

Goelzer Investment Management reduced its Becton Dickinson (BDX) stake by 1.4% in Q2 2026, selling an estimated $7.48K and leaving 3,631 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #225.

Goelzer Investment Management first reported a position in BDX in Q1 2017 and has held it in 34 quarters since. The position peaked at $3.02M in Q4 2019. 409 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Goelzer Investment Management held 3,631 shares of Becton Dickinson worth $549K as of Q2 2026.
  • Goelzer Investment Management sold 50 Becton Dickinson shares in Q2 2026, an estimated $7.48K.
  • Becton Dickinson made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #225 holding.
  • Goelzer Investment Management first reported a position in Becton Dickinson in Q1 2017 and has held it in 34 quarters since.
  • Goelzer Investment Management's Becton Dickinson position peaked at $3.02M in Q4 2019.
  • 409 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.