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Merit Financial Group’s Becton Dickinson BDX Stock Holding History

Merit Financial Group’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 		$1.81M Sell
11,930
-2,762
-19% -$413K 0.01% 795
2026
Q1 		$2.31M Sell
14,692
-470
-3% -$86.3K 0.02% 611
2025
Q4 		$2.94M Buy
15,162
+4,204
+38% +$800K 0.02% 508
2025
Q3 		$2.05M Buy
10,958
+2,435
+29% +$452K 0.02% 565
2025
Q2 		$1.47M Buy
8,523
+2,677
+46% +$491K 0.02% 629
2025
Q1 		$1.34M Buy
5,846
+2,058
+54% +$477K 0.02% 551
2024
Q4 		$859K Buy
3,788
+1,872
+98% +$432K 0.02% 544
2024
Q3 		$462K Sell
1,916
-264
-12% -$61.9K 0.01% 572
2024
Q2 		$510K Sell
2,180
-99
-4% -$23.3K 0.01% 571
2024
Q1 		$535K Buy
2,279
+15
+0.7% +$3.59K 0.01% 558
2023
Q4 		$552K Sell
2,264
-544
-19% -$134K 0.02% 461
2023
Q3 		$726K Buy
2,808
+164
+6% +$44.3K 0.02% 380
2023
Q2 		$698K Buy
2,644
+355
+16% +$90.2K 0.02% 393
2023
Q1 		$567K Buy
2,289
+151
+7% +$36.9K 0.02% 372
2022
Q4 		$544K Buy
2,138
+511
+31% +$121K 0.02% 402
2022
Q3 		$363K Sell
1,627
-160
-9% -$39.8K 0.02% 403
2022
Q2 		$441K Sell
1,787
-98
-5% -$24.9K 0.01% 385
2022
Q1 		$489K Buy
1,885
+466
+33% +$120K 0.03% 239
2021
Q4 		$348K Buy
1,419
+44
+3% +$10.5K 0.03% 205
2021
Q3 		$330K Buy
1,375
+104
+8% +$25.5K 0.03% 197
2021
Q2 		$302K Buy
1,271
+119
+10% +$28.5K 0.03% 208
2021
Q1 		$273K Buy
+1,152
New +$281K 0.03% 200
2020
Q4 		– Sell
-959
Closed -$218K – 221
2020
Q3 		$218K Buy
+959
New +$236K 0.02% 202

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

Merit Financial Group's BDX Position: Q2 2026 in Review

Merit Financial Group reduced its Becton Dickinson (BDX) stake by 19% in Q2 2026, selling an estimated $413K and leaving 11,930 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #795.

Merit Financial Group first reported a position in BDX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.94M in Q4 2025. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Merit Financial Group held 11,930 shares of Becton Dickinson worth $1.81M as of Q2 2026.
  • Merit Financial Group sold 2,762 Becton Dickinson shares in Q2 2026, an estimated $413K.
  • Becton Dickinson made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #795 holding.
  • Merit Financial Group first reported a position in Becton Dickinson in Q3 2020 and has held it in 23 quarters since.
  • Merit Financial Group's Becton Dickinson position peaked at $2.94M in Q4 2025.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.