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Marks Group Wealth Management’s Becton Dickinson BDX Stock Holding History

Marks Group 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
Q2 		$2.34M Sell
15,443
-40,003
-72% -$5.98M 0.2% 119
2026
Q1 		$8.72M Buy
55,446
+9,363
+20% +$1.72M 0.84% 23
2025
Q4 		$8.94M Sell
46,083
-8,841
-16% -$1.68M 0.86% 24
2025
Q3 		$10.3M Sell
54,924
-2,193
-4% -$407K 0.96% 20
2025
Q2 		$9.84M Buy
57,117
+13,988
+32% +$2.56M 0.92% 21
2025
Q1 		$9.88M Buy
43,129
+6,823
+19% +$1.58M 0.95% 19
2024
Q4 		$8.24M Buy
36,306
+3,700
+11% +$854K 0.81% 50
2024
Q3 		$7.86M Buy
32,606
+1,161
+4% +$272K 0.75% 71
2024
Q2 		$7.35M Buy
31,445
+4,596
+17% +$1.08M 0.77% 59
2024
Q1 		$6.64M Buy
26,849
+453
+2% +$108K 0.69% 67
2023
Q4 		$6.44M Buy
26,396
+334
+1% +$82.3K 0.73% 63
2023
Q3 		$6.74M Buy
26,062
+114
+0.4% +$30.8K 0.83% 43
2023
Q2 		$6.85M Buy
25,948
+477
+2% +$121K 0.81% 47
2023
Q1 		$6.31M Buy
25,471
+339
+1% +$82.9K 0.81% 51
2022
Q4 		$6.39M Buy
25,132
+361
+1% +$85.2K 0.87% 39
2022
Q3 		$5.52M Buy
24,771
+669
+3% +$166K 0.84% 47
2022
Q2 		$5.94M Sell
24,102
-1,556
-6% -$395K 0.86% 30
2022
Q1 		$6.66M Buy
25,658
+2,251
+10% +$580K 0.84% 36
2021
Q4 		$5.77M Buy
23,407
+609
+3% +$146K 0.7% 57
2021
Q3 		$5.47M Sell
22,798
-389
-2% -$95.4K 0.74% 55
2021
Q2 		$5.51M Buy
23,187
+2,657
+13% +$637K 0.76% 58
2021
Q1 		$4.86M Buy
20,530
+389
+2% +$95K 0.72% 64
2020
Q4 		$4.92M Buy
20,141
+128
+0.6% +$29.8K 0.77% 53
2020
Q3 		$4.54M Buy
20,013
+1,961
+11% +$482K 0.82% 48
2020
Q2 		$4.23M Buy
18,052
+1,050
+6% +$253K 0.86% 44
2020
Q1 		$3.83M Sell
17,002
-1,049
-6% -$259K 0.99% 12
2019
Q4 		$4.79M Buy
+18,051
New +$4.5M 0.94% 30

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marks Group Wealth Management's BDX Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Becton Dickinson (BDX) stake by 72% in Q2 2026, selling an estimated $5.98M and leaving 15,443 shares worth $2.34M. The position accounts for 0.2% of the portfolio, ranked #119.

Marks Group Wealth Management first reported a position in BDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Marks Group Wealth Management held 15,443 shares of Becton Dickinson worth $2.34M as of Q2 2026.
  • Marks Group Wealth Management sold 40,003 Becton Dickinson shares in Q2 2026, an estimated $5.98M.
  • Becton Dickinson made up 0.2% of Marks Group Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Marks Group Wealth Management first reported a position in Becton Dickinson in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Becton Dickinson position peaked at $10.3M in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.