IFG
BDX icon

Independent Financial Group’s Becton Dickinson BDX Stock Holding History

Independent Financial Group’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 		$290K Sell
1,914
-29
-1% -$4.34K 0.01% 1263
2026
Q1 		$305K Buy
1,943
+10
+0.5% +$1.84K 0.01% 1152
2025
Q4 		$375K Sell
1,933
-97
-5% -$18.5K 0.01% 1044
2025
Q3 		$380K Sell
2,030
-157
-7% -$29.2K 0.01% 972
2025
Q2 		$377K Sell
2,187
-72
-3% -$13.2K 0.01% 911
2025
Q1 		$517K Buy
2,259
+34
+2% +$7.89K 0.02% 698
2024
Q4 		$505K Buy
2,225
+7
+0.3% +$1.62K 0.02% 682
2024
Q3 		$535K Sell
2,218
-376
-14% -$88.1K 0.02% 626
2024
Q2 		$606K Buy
2,594
+166
+7% +$39.1K 0.02% 544
2024
Q1 		$601K Sell
2,428
-238
-9% -$57K 0.03% 522
2023
Q4 		$650K Buy
2,666
+24
+0.9% +$5.92K 0.03% 489
2023
Q3 		$683K Buy
2,642
+1,464
+124% +$395K 0.04% 415
2023
Q2 		$311K Sell
1,178
-100
-8% -$25.4K 0.02% 631
2023
Q1 		$316K Buy
1,278
+132
+12% +$32.3K 0.03% 587
2022
Q4 		$292K Buy
+1,146
New +$271K 0.03% 564
2022
Q2 		– Sell
-905
Closed -$235K – 721
2022
Q1 		$235K Buy
+905
New +$233K 0.02% 693
2020
Q2 		– Sell
-924
Closed -$207K – 480
2020
Q1 		$207K Buy
+924
New +$228K 0.06% 333

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Financial Group's BDX Position: Q2 2026 in Review

Independent Financial Group reduced its Becton Dickinson (BDX) stake by 1.5% in Q2 2026, selling an estimated $4.34K and leaving 1,914 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #1263.

Independent Financial Group first reported a position in BDX in Q1 2020 and has held it in 17 quarters since. The position peaked at $683K in Q3 2023. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Independent Financial Group held 1,914 shares of Becton Dickinson worth $290K as of Q2 2026.
  • Independent Financial Group sold 29 Becton Dickinson shares in Q2 2026, an estimated $4.34K.
  • Becton Dickinson made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1263 holding.
  • Independent Financial Group first reported a position in Becton Dickinson in Q1 2020 and has held it in 17 quarters since.
  • Independent Financial Group's Becton Dickinson position peaked at $683K in Q3 2023.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.