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Longview Partners’s Becton Dickinson BDX Stock Holding History

Longview Partners’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
Q1 		$305M Sell
1,939,236
-221,365
-10% -$40.6M 4.32% 10
2025
Q4 		$419M Sell
2,160,601
-110,882
-5% -$21.1M 4.38% 11
2025
Q3 		$425M Buy
2,271,483
+243,754
+12% +$45.3M 4.44% 11
2025
Q2 		$349M Buy
2,027,729
+164,400
+9% +$30.1M 3.01% 23
2025
Q1 		$427M Sell
1,863,329
-116,621
-6% -$27.1M 3.43% 20
2024
Q4 		$449M Sell
1,979,950
-83,258
-4% -$19.2M 3.35% 19
2024
Q3 		$497M Buy
2,063,208
+16,535
+0.8% +$3.88M 3.41% 22
2024
Q2 		$478M Sell
2,046,673
-274,762
-12% -$64.7M 3.55% 18
2024
Q1 		$574M Buy
2,321,435
+170,500
+8% +$40.8M 3.71% 21
2023
Q4 		$524M Sell
2,150,935
-151,785
-7% -$37.4M 3.5% 23
2023
Q3 		$595M Buy
2,302,720
+6,128
+0.3% +$1.66M 4.22% 10
2023
Q2 		$606M Sell
2,296,592
-56,160
-2% -$14.3M 3.97% 17
2023
Q1 		$582M Buy
2,352,752
+248,564
+12% +$60.8M 4.11% 12
2022
Q4 		$535M Sell
2,104,188
-20,880
-1% -$4.93M 4.25% 9
2022
Q3 		$474M Sell
2,125,068
-247,273
-10% -$61.5M 4.06% 7
2022
Q2 		$585M Sell
2,372,341
-486,383
-17% -$123M 4.47% 7
2022
Q1 		$742M Sell
2,858,724
-87,083
-3% -$22.4M 4.86% 6
2021
Q4 		$723M Sell
2,945,807
-190,937
-6% -$45.7M 4.61% 10
2021
Q3 		$752M Sell
3,136,744
-535,118
-15% -$131M 4.74% 10
2021
Q2 		$871M Buy
3,671,862
+260,167
+8% +$62.4M 4.79% 11
2021
Q1 		$809M Buy
+3,411,695
New +$834M 4.3% 16

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Longview Partners's BDX Position: Q1 2026 in Review

Longview Partners reduced its Becton Dickinson (BDX) stake by 10% in Q1 2026, selling an estimated $40.6M and leaving 1,939,236 shares worth $305M. The position accounts for 4.32% of the portfolio, ranked #10.

Longview Partners first reported a position in BDX in Q1 2021 and has held it in 21 quarters since. The position peaked at $871M in Q2 2021. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Longview Partners held 1,939,236 shares of Becton Dickinson worth $305M as of Q1 2026.
  • Longview Partners sold 221,365 Becton Dickinson shares in Q1 2026, an estimated $40.6M.
  • Becton Dickinson made up 4.32% of Longview Partners's portfolio in Q1 2026, its #10 holding.
  • Longview Partners first reported a position in Becton Dickinson in Q1 2021 and has held it in 21 quarters since.
  • Longview Partners's Becton Dickinson position peaked at $871M in Q2 2021.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Longview Partners's 13F filing for Q1 2026, filed 15 May 2026.