Lifeworks Advisors’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Lifeworks Advisors's BDX Position: Q1 2026 in Review

Lifeworks Advisors increased its Becton Dickinson (BDX) stake by 24% in Q1 2026, buying an estimated $46.3K and bringing the position to 1,301 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #293.

Lifeworks Advisors first reported a position in BDX in Q1 2022 and has held it in 5 quarters since. The position peaked at $217K in Q1 2022. 1,467 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Lifeworks Advisors held 1,301 shares of Becton Dickinson worth $205K as of Q1 2026.
  • Lifeworks Advisors bought 252 Becton Dickinson shares in Q1 2026, an estimated $46.3K.
  • Becton Dickinson made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #293 holding.
  • Lifeworks Advisors first reported a position in Becton Dickinson in Q1 2022 and has held it in 5 quarters since.
  • Lifeworks Advisors's Becton Dickinson position peaked at $217K in Q1 2022.
  • 1,467 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.