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Independent Solutions Wealth Management’s Becton Dickinson BDX Stock Holding History

Independent Solutions Wealth 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
2025
Q4 		– Sell
-1,320
Closed -$247K – 175
2025
Q3 		$247K Hold
1,320
– – 0.04% 159
2025
Q2 		$227K Sell
1,320
-94
-7% -$17.2K 0.04% 169
2025
Q1 		$324K Sell
1,414
-125
-8% -$29K 0.07% 144
2024
Q4 		$349K Sell
1,539
-241
-14% -$55.6K 0.08% 134
2024
Q3 		$429K Sell
1,780
-170
-9% -$39.8K 0.1% 123
2024
Q2 		$456K Sell
1,950
-246
-11% -$58K 0.1% 121
2024
Q1 		$543K Hold
2,196
– – 0.13% 114
2023
Q4 		$535K Sell
2,196
-4
-0.2% -$986 0.14% 117
2023
Q3 		$569K Sell
2,200
-162
-7% -$43.8K 0.15% 118
2023
Q2 		$624K Sell
2,362
-16
-0.7% -$4.06K 0.16% 114
2023
Q1 		$589K Sell
2,378
-41
-2% -$10K 0.17% 109
2022
Q4 		$615K Sell
2,419
-15
-0.6% -$3.54K 0.19% 105
2022
Q3 		$542K Sell
2,434
-65
-3% -$16.2K 0.18% 108
2022
Q2 		$616K Sell
2,499
-51
-2% -$12.9K 0.19% 102
2022
Q1 		$662K Sell
2,550
-181
-7% -$46.6K 0.16% 111
2021
Q4 		$670K Sell
2,731
-162
-6% -$38.8K 0.16% 115
2021
Q3 		$694K Sell
2,893
-48
-2% -$11.8K 0.17% 116
2021
Q2 		$698K Sell
2,941
-214
-7% -$51.3K 0.17% 113
2021
Q1 		$748K Buy
3,155
+936
+42% +$229K 0.21% 91
2020
Q4 		$542K Buy
2,219
+3
+0.1% +$700 0.17% 105
2020
Q3 		$503K Buy
2,216
+139
+7% +$34.2K 0.19% 94
2020
Q2 		$485K Buy
2,077
+182
+10% +$43.9K 0.21% 92
2020
Q1 		$425K Buy
1,895
+207
+12% +$51.1K 0.23% 77
2019
Q4 		$448K Buy
+1,688
New +$421K 0.2% 98

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Solutions Wealth Management's BDX Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Becton Dickinson (BDX) in Q4 2025, closing a stake of 1,320 shares — an estimated $247K sold.

Independent Solutions Wealth Management first reported a position in BDX in Q4 2019 and held it in 24 quarters. The position peaked at $748K in Q1 2021. 1,549 funds tracked by Wall St. Rank hold BDX as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Becton Dickinson position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,320 Becton Dickinson shares in Q4 2025, an estimated $247K.
  • Independent Solutions Wealth Management first reported a position in Becton Dickinson in Q4 2019 and held it in 24 quarters.
  • Independent Solutions Wealth Management's Becton Dickinson position peaked at $748K in Q1 2021.
  • 1,549 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.