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Lionshead Wealth Management’s Becton Dickinson BDX Stock Holding History

Lionshead Wealth Management’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
Q1 		– Sell
-1,583
Closed -$359K – 93
2024
Q4 		$359K Buy
+1,583
New +$366K 0.26% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Lionshead Wealth Management's BDX Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 1,583 shares — an estimated $359K sold.

Lionshead Wealth Management first reported a position in BDX in Q4 2024 and held it in 1 quarter. The position peaked at $359K in Q4 2024. 1,610 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 1,583 Becton Dickinson shares in Q1 2025, an estimated $359K.
  • Lionshead Wealth Management first reported a position in Becton Dickinson in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Becton Dickinson position peaked at $359K in Q4 2024.
  • 1,610 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.