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Kelleher Financial Advisors’s Becton Dickinson BDX Stock Holding History

Kelleher Financial 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 		$30.3K Hold
200
– – ﹤0.01% 498
2026
Q1 		$34.5K Hold
200
– – 0.01% 424
2025
Q4 		$38.8K Hold
200
– – 0.01% 435
2025
Q3 		$37.4K Buy
+200
New +$37.2K 0.01% 367
2022
Q3 		– Sell
-2,408
Closed -$593K – 122
2022
Q2 		$593K Buy
+2,408
New +$611K 0.27% 65
2021
Q4 		– Sell
-2,304
Closed -$552K – 126
2021
Q3 		$552K Buy
+2,304
New +$565K 0.24% 90

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

Kelleher Financial Advisors's BDX Position: Q2 2026 in Review

Kelleher Financial Advisors held its Becton Dickinson (BDX) position steady in Q2 2026 at 200 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Kelleher Financial Advisors first reported a position in BDX in Q3 2021 and has held it in 6 quarters since. The position peaked at $593K in Q2 2022. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Kelleher Financial Advisors held 200 shares of Becton Dickinson worth $30.3K as of Q2 2026.
  • Kelleher Financial Advisors left its Becton Dickinson share count unchanged in Q2 2026.
  • Becton Dickinson made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #498 holding.
  • Kelleher Financial Advisors first reported a position in Becton Dickinson in Q3 2021 and has held it in 6 quarters since.
  • Kelleher Financial Advisors's Becton Dickinson position peaked at $593K in Q2 2022.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.