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Mattern Wealth Management’s Becton Dickinson BDX Stock Holding History

Mattern 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 		$371K Buy
+2,450
New +$366K 0.06% 135
2025
Q2 		– Sell
-1,247
Closed -$286K – 165
2025
Q1 		$286K Sell
1,247
-1,021
-45% -$237K 0.06% 131
2024
Q4 		$515K Sell
2,268
-254
-10% -$58.6K 0.11% 98
2024
Q3 		$608K Sell
2,522
-976
-28% -$229K 0.13% 91
2024
Q2 		$818K Sell
3,498
-6,508
-65% -$1.53M 0.2% 82
2024
Q1 		$2.48M Sell
10,006
-306
-3% -$73.3K 0.6% 49
2023
Q4 		$2.51M Buy
10,312
+693
+7% +$171K 0.65% 48
2023
Q3 		$2.49M Buy
9,619
+827
+9% +$223K 0.73% 38
2023
Q2 		$2.32M Buy
8,792
+966
+12% +$245K 0.68% 41
2023
Q1 		$1.94M Buy
7,826
+594
+8% +$145K 0.64% 50
2022
Q4 		$1.84M Buy
7,232
+289
+4% +$68.2K 0.74% 48
2022
Q3 		$1.55M Buy
6,943
+144
+2% +$35.8K 0.62% 49
2022
Q2 		$1.68M Sell
6,799
-171
-2% -$43.4K 0.66% 43
2022
Q1 		$1.81M Buy
6,970
+4,815
+223% +$1.24M 0.59% 50
2021
Q4 		$529K Sell
2,155
-443
-17% -$106K 0.16% 107
2021
Q3 		$623K Sell
2,598
-245
-9% -$60.1K 0.21% 99
2021
Q2 		$688K Sell
2,843
-441
-13% -$106K 0.22% 94
2021
Q1 		$779K Sell
3,284
-4,685
-59% -$1.14M 0.27% 88
2020
Q4 		$1.95M Sell
7,969
-170
-2% -$39.6K 0.74% 39
2020
Q3 		$1.85M Buy
8,139
+169
+2% +$41.5K 0.79% 36
2020
Q2 		$1.86M Sell
7,970
-71
-0.9% -$17.1K 0.9% 36
2020
Q1 		$1.8M Buy
8,041
+1,059
+15% +$261K 1.3% 22
2019
Q4 		$1.85M Buy
+6,982
New +$1.74M 1.11% 31

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

Mattern Wealth Management's BDX Position: Q2 2026 in Review

Mattern Wealth Management opened a new position in Becton Dickinson (BDX) in Q2 2026: 2,450 shares worth $371K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings. This is a return to the name: Mattern Wealth Management previously reported a position in BDX as recently as Q1 2025.

Mattern Wealth Management first reported a position in BDX in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.51M in Q4 2023. 1,434 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Mattern Wealth Management held 2,450 shares of Becton Dickinson worth $371K as of Q2 2026.
  • Becton Dickinson was a new Mattern Wealth Management position in Q2 2026.
  • Becton Dickinson made up 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Mattern Wealth Management first reported a position in Becton Dickinson in Q4 2019 and has held it in 23 quarters since.
  • Mattern Wealth Management's Becton Dickinson position peaked at $2.51M in Q4 2023.
  • 1,434 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.