Legacy Financial Advisors’s Becton Dickinson BDX Stock Holding History

Legacy 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
2025 Q2	–	Sell	-1,132	Closed	-$259K	–	348
2025 Q1	$259K	Buy	1,132 +182	+19%	+$42.2K	0.04%	297
2024 Q4	$216K	Buy	+950	New	+$219K	0.04%	326
2019 Q2	–	Sell	-156	Closed	-$38K	–	206
2019 Q1	$38K	Buy	156 +42	+37%	+$9.93K	0.01%	319
2018 Q4	$25K	Buy	114 +6	+6%	+$1.39K	0.01%	362
2018 Q3	$27K	Buy	108 +2	+2%	+$493	0.01%	326
2018 Q2	$25K	Sell	106 -2,409	-96%	-$536K	0.01%	345
2018 Q1	$548K	Buy	2,515 +2,409	+2,273%	+$528K	0.22%	43
2017 Q4	$22K	Buy	+106	New	+$22.2K	0.01%	349

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's BDX Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 1,132 shares — an estimated $259K sold.

Legacy Financial Advisors first reported a position in BDX in Q4 2017 and held it in 8 quarters. The position peaked at $548K in Q1 2018. 1,516 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

Legacy Financial Advisors reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
Legacy Financial Advisors sold 1,132 Becton Dickinson shares in Q2 2025, an estimated $259K.
Legacy Financial Advisors first reported a position in Becton Dickinson in Q4 2017 and held it in 8 quarters.
Legacy Financial Advisors's Becton Dickinson position peaked at $548K in Q1 2018.
1,516 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.