Independent Advisor Alliance’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $847K | Buy |
5,598
+281
| +5% | +$42K | 0.02% | 512 |
|
|
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
Independent Advisor Alliance's BDX Position: Q2 2026 in Review
Independent Advisor Alliance increased its Becton Dickinson (BDX) stake by 5.3% in Q2 2026, buying an estimated $42K and bringing the position to 5,598 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #512.
Independent Advisor Alliance first reported a position in BDX in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.92M in Q3 2023. 1,445 funds tracked by Wall St. Rank hold BDX as of Q2 2026.
- Independent Advisor Alliance held 5,598 shares of Becton Dickinson worth $847K as of Q2 2026.
- Independent Advisor Alliance bought 281 Becton Dickinson shares in Q2 2026, an estimated $42K.
- Becton Dickinson made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #512 holding.
- Independent Advisor Alliance first reported a position in Becton Dickinson in Q3 2018 and has held it in 32 quarters since.
- Independent Advisor Alliance's Becton Dickinson position peaked at $2.92M in Q3 2023.
- 1,445 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.