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LifePlan Financial’s Becton Dickinson BDX Stock Holding History

LifePlan Financial’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
Q3 		– Sell
-2,015
Closed -$347K – 84
2025
Q2 		$347K Sell
2,015
-82
-4% -$15K 0.29% 77
2025
Q1 		$480K Sell
2,097
-97
-4% -$22.5K 0.42% 61
2024
Q4 		$498K Sell
2,194
-65
-3% -$15K 0.44% 61
2024
Q3 		$545K Buy
2,259
+527
+30% +$124K 0.47% 56
2024
Q2 		$405K Sell
1,732
-98
-5% -$23.1K 0.37% 68
2024
Q1 		$453K Sell
1,830
-378
-17% -$90.5K 0.42% 67
2023
Q4 		$538K Buy
+2,208
New +$544K 0.54% 57

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LifePlan Financial's BDX Position: Q3 2025 in Review

LifePlan Financial sold out of Becton Dickinson (BDX) in Q3 2025, closing a stake of 2,015 shares — an estimated $347K sold.

LifePlan Financial first reported a position in BDX in Q4 2023 and held it in 7 quarters. The position peaked at $545K in Q3 2024. 1,478 funds tracked by Wall St. Rank hold BDX as of Q3 2025.

  • LifePlan Financial reported no remaining Becton Dickinson position as of Q3 2025 after selling out during the quarter.
  • LifePlan Financial sold 2,015 Becton Dickinson shares in Q3 2025, an estimated $347K.
  • LifePlan Financial first reported a position in Becton Dickinson in Q4 2023 and held it in 7 quarters.
  • LifePlan Financial's Becton Dickinson position peaked at $545K in Q3 2024.
  • 1,478 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2025.

Based on LifePlan Financial's 13F filing for Q3 2025, filed 13 Nov 2025.