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Jeppson Wealth Management’s Becton Dickinson BDX Stock Holding History

Jeppson 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
2026
Q2 		$328K Buy
2,165
+349
+19% +$52.2K 0.1% 183
2026
Q1 		$286K Buy
1,816
+590
+48% +$108K 0.09% 180
2025
Q4 		$238K Buy
1,226
+45
+4% +$8.56K 0.08% 194
2025
Q3 		$221K Sell
1,181
-75
-6% -$13.9K 0.07% 200
2025
Q2 		$216K Buy
+1,256
New +$230K 0.07% 197
2024
Q4 		– Sell
-968
Closed -$233K – 201
2024
Q3 		$233K Hold
968
– – 0.08% 180
2024
Q2 		$226K Sell
968
-17
-2% -$4K 0.09% 179
2024
Q1 		$244K Sell
985
-10
-1% -$2.39K 0.09% 176
2023
Q4 		$243K Sell
995
-33
-3% -$8.13K 0.1% 172
2023
Q3 		$266K Buy
1,028
+40
+4% +$10.8K 0.12% 152
2023
Q2 		$261K Sell
988
-10
-1% -$2.54K 0.11% 159
2023
Q1 		$247K Sell
998
-50
-5% -$12.2K 0.11% 170
2022
Q4 		$267K Sell
1,048
-40
-4% -$9.44K 0.11% 161
2022
Q3 		$242K Buy
1,088
+213
+24% +$53K 0.11% 163
2022
Q2 		$216K Sell
875
-1
-0.1% -$254 0.09% 172
2022
Q1 		$227K Hold
876
– – 0.11% 155
2021
Q4 		$215K Sell
876
-9
-1% -$2.16K 0.1% 144
2021
Q3 		$212K Hold
885
– – 0.11% 142
2021
Q2 		$209K Sell
885
-5
-0.6% -$1.2K 0.11% 141
2021
Q1 		$211K Hold
890
– – 0.13% 130
2020
Q4 		$217K Sell
890
-92
-9% -$21.5K 0.14% 125
2020
Q3 		$223K Buy
+982
New +$241K 0.17% 105

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

Jeppson Wealth Management's BDX Position: Q2 2026 in Review

Jeppson Wealth Management increased its Becton Dickinson (BDX) stake by 19% in Q2 2026, buying an estimated $52.2K and bringing the position to 2,165 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #183.

Jeppson Wealth Management first reported a position in BDX in Q3 2020 and has held it in 22 quarters since. 1,435 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Jeppson Wealth Management held 2,165 shares of Becton Dickinson worth $328K as of Q2 2026.
  • Jeppson Wealth Management bought 349 Becton Dickinson shares in Q2 2026, an estimated $52.2K.
  • Becton Dickinson made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Jeppson Wealth Management first reported a position in Becton Dickinson in Q3 2020 and has held it in 22 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.