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Marcum Wealth’s Becton Dickinson BDX Stock Holding History

Marcum Wealth’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 		$778K Buy
3,395
+796
+31% +$185K 0.07% 138
2024
Q4 		$590K Buy
2,599
+1,388
+115% +$320K 0.05% 171
2024
Q3 		$292K Buy
1,211
+25
+2% +$5.86K 0.03% 292
2024
Q2 		$277K Buy
1,186
+30
+3% +$7.07K 0.03% 288
2024
Q1 		$286K Buy
1,156
+53
+5% +$12.7K 0.03% 279
2023
Q4 		$269K Sell
1,103
-95
-8% -$23.4K 0.03% 273
2023
Q3 		$310K Buy
1,198
+18
+2% +$4.86K 0.04% 239
2023
Q2 		$312K Buy
1,180
+49
+4% +$12.4K 0.04% 239
2023
Q1 		$280K Sell
1,131
-218
-16% -$53.3K 0.03% 256
2022
Q4 		$343K Buy
1,349
+26
+2% +$6.14K 0.05% 223
2022
Q3 		$295K Buy
1,323
+5
+0.4% +$1.24K 0.04% 241
2022
Q2 		$325K Buy
1,318
+4
+0.3% +$1.02K 0.05% 220
2022
Q1 		$341K Buy
1,314
+107
+9% +$27.6K 0.05% 225
2021
Q4 		$296K Buy
1,207
+329
+37% +$78.8K 0.04% 259
2021
Q3 		$211K Buy
+878
New +$215K 0.03% 296

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

Marcum Wealth's BDX Position: Q1 2025 in Review

Marcum Wealth increased its Becton Dickinson (BDX) stake by 31% in Q1 2025, buying an estimated $185K and bringing the position to 3,395 shares worth $778K. The position accounts for 0.07% of the portfolio, ranked #138.

Marcum Wealth first reported a position in BDX in Q3 2021 and has held it in 15 quarters since. 1,610 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

  • Marcum Wealth held 3,395 shares of Becton Dickinson worth $778K as of Q1 2025.
  • Marcum Wealth bought 796 Becton Dickinson shares in Q1 2025, an estimated $185K.
  • Becton Dickinson made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #138 holding.
  • Marcum Wealth first reported a position in Becton Dickinson in Q3 2021 and has held it in 15 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.