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Independent Advisor Alliance’s Becton Dickinson BDX Stock Holding History

Independent Advisor Alliance’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 		$836K Sell
5,317
-462
-8% -$84.8K 0.01% 914
2025
Q4 		$1.12M Sell
5,779
-477
-8% -$90.8K 0.03% 441
2025
Q3 		$1.17M Sell
6,256
-1,746
-22% -$324K 0.03% 416
2025
Q2 		$1.38M Sell
8,002
-1,602
-17% -$294K 0.04% 350
2025
Q1 		$2.2M Sell
9,604
-744
-7% -$173K 0.07% 239
2024
Q4 		$2.35M Buy
10,348
+926
+10% +$214K 0.03% 472
2024
Q3 		$2.27M Buy
9,422
+760
+9% +$178K 0.08% 201
2024
Q2 		$2.02M Buy
8,662
+819
+10% +$193K 0.07% 220
2024
Q1 		$1.94M Sell
7,843
-690
-8% -$165K 0.07% 224
2023
Q4 		$2.08M Sell
8,533
-2,780
-25% -$685K 0.07% 204
2023
Q3 		$2.92M Buy
11,313
+411
+4% +$111K 0.13% 146
2023
Q2 		$2.88M Sell
10,902
-290
-3% -$73.7K 0.13% 147
2023
Q1 		$2.77M Buy
11,192
+423
+4% +$103K 0.13% 141
2022
Q4 		$2.74K Buy
10,769
+173
+2% +$40.8K ﹤0.01% 224
2022
Q3 		$2.36M Buy
10,596
+1,746
+20% +$435K 0.14% 144
2022
Q2 		$2.18M Buy
8,850
+1,430
+19% +$363K 0.12% 152
2022
Q1 		$1.93M Sell
7,420
-576
-7% -$148K 0.09% 190
2021
Q4 		$1.96M Buy
7,996
+1,461
+22% +$350K 0.1% 163
2021
Q3 		$1.57M Buy
6,535
+1,006
+18% +$247K 0.09% 187
2021
Q2 		$1.31M Buy
5,529
+2,035
+58% +$488K 0.07% 221
2021
Q1 		$829K Buy
3,494
+620
+22% +$151K 0.05% 282
2020
Q4 		$702K Buy
2,874
+438
+18% +$102K 0.05% 282
2020
Q3 		$553K Buy
2,436
+67
+3% +$16.5K 0.04% 265
2020
Q2 		$553K Buy
2,369
+313
+15% +$75.4K 0.06% 255
2020
Q1 		$461K Sell
2,056
-735
-26% -$181K 0.07% 223
2019
Q4 		$741K Sell
2,791
-137
-5% -$34.2K 0.03% 440
2019
Q3 		$723K Buy
2,928
+278
+10% +$68.6K 0.09% 197
2019
Q2 		$651K Buy
2,650
+386
+17% +$89.7K 0.09% 189
2019
Q1 		$552K Sell
2,264
-73
-3% -$17.3K 0.08% 216
2018
Q4 		$514K Buy
2,337
+1,226
+110% +$285K 0.09% 191
2018
Q3 		$251K Buy
+1,111
New +$274K 0.05% 295

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

Independent Advisor Alliance's BDX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Becton Dickinson (BDX) stake by 8% in Q1 2026, selling an estimated $84.8K and leaving 5,317 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #914.

Independent Advisor Alliance first reported a position in BDX in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.92M in Q3 2023. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Independent Advisor Alliance held 5,317 shares of Becton Dickinson worth $836K as of Q1 2026.
  • Independent Advisor Alliance sold 462 Becton Dickinson shares in Q1 2026, an estimated $84.8K.
  • Becton Dickinson made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #914 holding.
  • Independent Advisor Alliance first reported a position in Becton Dickinson in Q3 2018 and has held it in 31 quarters since.
  • Independent Advisor Alliance's Becton Dickinson position peaked at $2.92M in Q3 2023.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.