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Lorne Steinberg Wealth Management’s Becton Dickinson BDX Stock Holding History

Lorne Steinberg 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
2026
Q1 		– Sell
-26,803
Closed -$5.2M – 70
2025
Q4 		$5.2M Sell
26,803
-725
-3% -$138K 1.2% 38
2025
Q3 		$5.15M Buy
27,528
+215
+0.8% +$39.9K 1.24% 39
2025
Q2 		$4.7M Sell
27,313
-480
-2% -$88K 1.23% 39
2025
Q1 		$6.37M Buy
27,793
+100
+0.4% +$23.2K 1.86% 25
2024
Q4 		$6.28M Buy
27,693
+3,143
+13% +$726K 1.82% 27
2024
Q3 		$5.92M Buy
24,550
+15
+0.1% +$3.52K 1.71% 30
2024
Q2 		$5.73M Buy
24,535
+8,290
+51% +$1.95M 1.85% 27
2024
Q1 		$4.02M Buy
16,245
+66
+0.4% +$15.8K 1.26% 41
2023
Q4 		$3.94M Sell
16,179
-125
-0.8% -$30.8K 1.33% 42
2023
Q3 		$4.22M Sell
16,304
-245
-1% -$66.2K 1.62% 31
2023
Q2 		$4.37M Sell
16,549
-195
-1% -$49.5K 1.65% 33
2023
Q1 		$4.14M Buy
16,744
+25
+0.1% +$6.12K 1.66% 33
2022
Q4 		$4.25M Buy
16,719
+110
+0.7% +$26K 1.83% 25
2022
Q3 		$3.7M Sell
16,609
-55
-0.3% -$13.7K 1.8% 27
2022
Q2 		$4.11M Sell
16,664
-376
-2% -$95.5K 1.93% 22
2022
Q1 		$4.31M Buy
17,040
+72
+0.4% +$18.5K 1.99% 26
2021
Q4 		$4.16M Sell
16,968
-230
-1% -$55.1K 1.79% 28
2021
Q3 		$4.13M Buy
17,198
+517
+3% +$127K 2% 25
2021
Q2 		$3.96M Sell
16,681
-175
-1% -$42K 1.95% 25
2021
Q1 		$4.96M Buy
16,856
+1,742
+12% +$426K 2.62% 18
2020
Q4 		$3.7M Buy
+15,114
New +$3.52M 2.3% 23

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

Lorne Steinberg Wealth Management's BDX Position: Q1 2026 in Review

Lorne Steinberg Wealth Management sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 26,803 shares — an estimated $5.2M sold.

Lorne Steinberg Wealth Management first reported a position in BDX in Q4 2020 and held it in 21 quarters. The position peaked at $6.37M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Lorne Steinberg Wealth Management reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 26,803 Becton Dickinson shares in Q1 2026, an estimated $5.2M.
  • Lorne Steinberg Wealth Management first reported a position in Becton Dickinson in Q4 2020 and held it in 21 quarters.
  • Lorne Steinberg Wealth Management's Becton Dickinson position peaked at $6.37M in Q1 2025.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.