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Jeffrey Smith’s Becton Dickinson BDX Stock Holding History

Jeffrey Smith’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 		– Sell
-636,494
Closed -$100M – 23
2026
Q1 		$100M Sell
636,494
-293,423
-32% -$53.9M 2.19% 17
2025
Q4 		$180M Sell
929,917
-278,081
-23% -$52.9M 3.42% 14
2025
Q3 		$226M Sell
1,207,998
-1,411,492
-54% -$262M 4.25% 11
2025
Q2 		$451M Buy
2,619,490
+870,490
+50% +$160M 7.82% 4
2025
Q1 		$401M Buy
+1,749,000
New +$406M 7.29% 6

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 $59.9B AUM 27.01% 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

Jeffrey Smith's BDX Position: Q2 2026 in Review

Jeffrey Smith sold out of Becton Dickinson (BDX) in Q2 2026, closing a stake of 636,494 shares — an estimated $100M sold.

Jeffrey Smith first reported a position in BDX in Q1 2025 and held it in 5 quarters. The position peaked at $451M in Q2 2025. 1,429 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Jeffrey Smith reported no remaining Becton Dickinson position as of Q2 2026 after selling out during the quarter.
  • Jeffrey Smith sold 636,494 Becton Dickinson shares in Q2 2026, an estimated $100M.
  • Jeffrey Smith first reported a position in Becton Dickinson in Q1 2025 and held it in 5 quarters.
  • Jeffrey Smith's Becton Dickinson position peaked at $451M in Q2 2025.
  • 1,429 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.