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J.W. Cole Advisors’s Becton Dickinson BDX Stock Holding History

J.W. Cole Advisors’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 		$359K Sell
2,373
-787
-25% -$118K 0.01% 1178
2026
Q1 		$497K Buy
3,160
+36
+1% +$6.61K 0.02% 509
2025
Q4 		$469K Sell
3,124
-2,774
-47% -$528K 0.01% 924
2025
Q3 		$1.1M Buy
5,898
+23
+0.4% +$4.27K 0.02% 680
2025
Q2 		$1.01M Buy
5,875
+2,722
+86% +$499K 0.02% 665
2025
Q1 		$722K Sell
3,153
-416
-12% -$96.5K 0.02% 647
2024
Q4 		$810K Buy
3,569
+14
+0.4% +$3.23K 0.03% 477
2024
Q3 		$857K Buy
3,555
+547
+18% +$128K 0.04% 432
2024
Q2 		$703K Sell
3,008
-94
-3% -$22.1K 0.03% 430
2024
Q1 		$761K Sell
3,102
-334
-10% -$80K 0.04% 410
2023
Q4 		$838K Buy
3,436
+2,278
+197% +$561K 0.05% 334
2023
Q3 		$299K Sell
1,158
-212
-15% -$57.3K 0.02% 560
2023
Q2 		$362K Buy
1,370
+21
+2% +$5.33K 0.03% 522
2023
Q1 		$334K Sell
1,349
-83
-6% -$20.3K 0.02% 565
2022
Q4 		$364K Sell
1,432
-160
-10% -$37.8K 0.03% 494
2022
Q3 		$355K Sell
1,592
-75
-4% -$18.7K 0.03% 482
2022
Q2 		$411K Sell
1,667
-243
-13% -$61.7K 0.03% 459
2022
Q1 		$495K Sell
1,910
-906
-32% -$233K 0.03% 459
2021
Q4 		$691K Buy
2,816
+314
+13% +$75.2K 0.05% 372
2021
Q3 		$600K Sell
2,502
-995
-28% -$244K 0.04% 226
2021
Q2 		$830K Sell
3,497
-72
-2% -$17.3K 0.07% 311
2021
Q1 		$847K Buy
3,569
+1,196
+50% +$292K 0.08% 271
2020
Q4 		$579K Sell
2,373
-11,057
-82% -$2.58M 0.06% 313
2020
Q3 		$3.05M Buy
+13,430
New +$3.3M 0.23% 101
2020
Q1 		– Sell
-1,745
Closed -$463K – 139
2019
Q4 		$463K Buy
+1,745
New +$435K 0.06% 319

Other funds holding BDX

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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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

J.W. Cole Advisors's BDX Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Becton Dickinson (BDX) stake by 25% in Q2 2026, selling an estimated $118K and leaving 2,373 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1178.

J.W. Cole Advisors first reported a position in BDX in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.05M in Q3 2020. 448 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • J.W. Cole Advisors held 2,373 shares of Becton Dickinson worth $359K as of Q2 2026.
  • J.W. Cole Advisors sold 787 Becton Dickinson shares in Q2 2026, an estimated $118K.
  • Becton Dickinson made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1178 holding.
  • J.W. Cole Advisors first reported a position in Becton Dickinson in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Becton Dickinson position peaked at $3.05M in Q3 2020.
  • 448 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.