Mill Capital Management’s Becton Dickinson BDX Stock Holding History

Mill Capital 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	$683K	Sell	4,343 -1,199	-22%	-$220K	0.05%	87
2025 Q4	$1.08M	Hold	5,542	–	–	0.08%	78
2025 Q3	$1.04M	Hold	5,542	–	–	0.08%	77
2025 Q2	$955K	Hold	5,542	–	–	0.07%	77
2025 Q1	$1.27M	Sell	5,542 -859	-13%	-$199K	0.1%	69
2024 Q4	$1.45M	Sell	6,401 -2	-0%	-$462	0.11%	66
2024 Q3	$1.54M	Sell	6,403 -305	-5%	-$71.5K	0.12%	63
2024 Q2	$1.57M	Sell	6,708 -370	-5%	-$87.2K	0.13%	63
2024 Q1	$1.75M	Hold	7,078	–	–	0.15%	62
2023 Q4	$1.73M	Sell	7,078 -130	-2%	-$32K	0.15%	62
2023 Q3	$1.86M	Hold	7,208	–	–	0.18%	59
2023 Q2	$1.9M	Sell	7,208 -299	-4%	-$75.9K	0.18%	60
2023 Q1	$1.86M	Buy	7,507 +299	+4%	+$73.2K	0.19%	62
2022 Q4	$1.83M	Hold	7,208	–	–	0.2%	59
2022 Q3	$1.61M	Buy	7,208 +67	+0.9%	+$16.7K	0.19%	58
2022 Q2	$1.76M	Sell	7,141 -179	-2%	-$45.5K	0.19%	58
2022 Q1	$1.9M	Sell	7,320 -307	-4%	-$79K	0.18%	61
2021 Q4	$1.87M	Buy	+7,627	New	+$1.83M	0.19%	54

Other funds holding BDX

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mill Capital Management's BDX Position: Q1 2026 in Review

Mill Capital Management reduced its Becton Dickinson (BDX) stake by 22% in Q1 2026, selling an estimated $220K and leaving 4,343 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #87.

Mill Capital Management first reported a position in BDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.9M in Q2 2023. 1,467 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Mill Capital Management held 4,343 shares of Becton Dickinson worth $683K as of Q1 2026.
Mill Capital Management sold 1,199 Becton Dickinson shares in Q1 2026, an estimated $220K.
Becton Dickinson made up 0.05% of Mill Capital Management's portfolio in Q1 2026, its #87 holding.
Mill Capital Management first reported a position in Becton Dickinson in Q4 2021 and has held it in 18 quarters since.
Mill Capital Management's Becton Dickinson position peaked at $1.9M in Q2 2023.
1,467 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.