LMFP
BDX icon

Larry Mathis Financial Planning’s Becton Dickinson BDX Stock Holding History

Larry Mathis Financial Planning’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 		$271K Buy
1,793
+380
+27% +$56.8K 0.21% 114
2026
Q1 		$222K Sell
1,413
-35
-2% -$6.42K 0.2% 138
2025
Q4 		$281K Buy
+1,448
New +$276K 0.25% 116

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

Larry Mathis Financial Planning's BDX Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Becton Dickinson (BDX) stake by 27% in Q2 2026, buying an estimated $56.8K and bringing the position to 1,793 shares worth $271K. The position accounts for 0.21% of the portfolio, ranked #114.

Larry Mathis Financial Planning first reported a position in BDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Larry Mathis Financial Planning held 1,793 shares of Becton Dickinson worth $271K as of Q2 2026.
  • Larry Mathis Financial Planning bought 380 Becton Dickinson shares in Q2 2026, an estimated $56.8K.
  • Becton Dickinson made up 0.21% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #114 holding.
  • Larry Mathis Financial Planning first reported a position in Becton Dickinson in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Becton Dickinson position peaked at $281K in Q4 2025.
  • 1,427 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.