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Lifeworks Advisors’s Becton Dickinson BDX Stock Holding History

Lifeworks 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 		$227K Buy
1,500
+199
+15% +$29.8K 0.02% 312
2026
Q1 		$205K Buy
1,301
+252
+24% +$46.3K 0.03% 293
2025
Q4 		$204K Sell
1,049
-20
-2% -$3.81K 0.03% 322
2025
Q3 		$200K Buy
+1,069
New +$199K 0.03% 319
2022
Q3 		– Sell
-815
Closed -$201K – 128
2022
Q2 		$201K Sell
815
-20
-2% -$5.08K 0.13% 140
2022
Q1 		$217K Buy
+835
New +$215K 0.14% 121

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

Lifeworks Advisors's BDX Position: Q2 2026 in Review

Lifeworks Advisors increased its Becton Dickinson (BDX) stake by 15% in Q2 2026, buying an estimated $29.8K and bringing the position to 1,500 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #312.

Lifeworks Advisors first reported a position in BDX in Q1 2022 and has held it in 6 quarters since. 1,439 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Lifeworks Advisors held 1,500 shares of Becton Dickinson worth $227K as of Q2 2026.
  • Lifeworks Advisors bought 199 Becton Dickinson shares in Q2 2026, an estimated $29.8K.
  • Becton Dickinson made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #312 holding.
  • Lifeworks Advisors first reported a position in Becton Dickinson in Q1 2022 and has held it in 6 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.