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Montag & Associates’s Becton Dickinson BDX Stock Holding History

Montag & Associates’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 		$967K Buy
6,150
+625
+11% +$115K 0.04% 251
2025
Q4 		$1.07M Sell
5,525
-42
-0.8% -$7.99K 0.05% 231
2025
Q3 		$1.04M Hold
5,567
– – 0.05% 237
2025
Q2 		$959K Sell
5,567
-60
-1% -$11K 0.05% 245
2025
Q1 		$1.29M Buy
5,627
+25
+0.4% +$5.8K 0.06% 210
2024
Q4 		$1.27M Sell
5,602
-99
-2% -$22.9K 0.06% 222
2024
Q3 		$1.37M Buy
5,701
+632
+12% +$148K 0.06% 215
2024
Q2 		$1.18M Buy
5,069
+15
+0.3% +$3.53K 0.06% 211
2024
Q1 		$1.25M Sell
5,054
-16
-0.3% -$3.83K 0.06% 220
2023
Q4 		$1.24M Buy
5,070
+160
+3% +$39.4K 0.07% 202
2023
Q3 		$1.27M Sell
4,910
-2,388
-33% -$645K 0.08% 190
2023
Q2 		$1.93M Hold
7,298
– – 0.12% 155
2023
Q1 		$1.81M Sell
7,298
-4
-0.1% -$979 0.12% 151
2022
Q4 		$1.86M Sell
7,302
-335
-4% -$79.1K 0.12% 147
2022
Q3 		$1.7M Sell
7,637
-175
-2% -$43.5K 0.12% 150
2022
Q2 		$1.93M Sell
7,812
-989
-11% -$251K 0.12% 153
2022
Q1 		$2.28M Sell
8,801
-3,638
-29% -$937K 0.12% 162
2021
Q4 		$3.05M Sell
12,439
-1,071
-8% -$257K 0.15% 137
2021
Q3 		$3.24M Sell
13,510
-504
-4% -$124K 0.17% 131
2021
Q2 		$3.33M Sell
14,014
-257
-2% -$61.6K 0.18% 127
2021
Q1 		$3.38M Sell
14,271
-398
-3% -$97.2K 0.19% 126
2020
Q4 		$3.58M Sell
14,669
-358
-2% -$83.5K 0.22% 112
2020
Q3 		$3.41M Sell
15,027
-862
-5% -$212K 0.28% 97
2020
Q2 		$3.71M Sell
15,889
-391
-2% -$94.2K 0.32% 81
2020
Q1 		$3.65M Buy
16,280
+2,480
+18% +$612K 0.36% 78
2019
Q4 		$3.66M Buy
13,800
+547
+4% +$136K 0.29% 92
2019
Q3 		$3.27M Buy
13,253
+76
+0.6% +$18.8K 0.28% 91
2019
Q2 		$3.24M Buy
13,177
+349
+3% +$81.1K 0.29% 86
2019
Q1 		$3.13M Buy
12,828
+3,425
+36% +$810K 0.29% 91
2018
Q4 		$2.07M Buy
9,403
+920
+11% +$214K 0.22% 104
2018
Q3 		$2.16M Sell
8,483
-7
-0.1% -$1.72K 0.19% 121
2018
Q2 		$1.98M Buy
8,490
+51
+0.6% +$11.4K 0.2% 115
2018
Q1 		$1.78M Buy
8,439
+255
+3% +$55.8K 0.18% 132
2017
Q4 		$1.71M Buy
8,184
+1,202
+17% +$252K 0.17% 144
2017
Q3 		$1.33M Buy
6,982
+43
+0.6% +$8.34K 0.14% 138
2017
Q2 		$1.32M Buy
6,939
+864
+14% +$158K 0.15% 128
2017
Q1 		$1.09M Hold
6,075
– – 0.12% 141
2016
Q4 		$981K Hold
6,075
– – 0.12% 142
2016
Q3 		$1.06M Buy
6,075
+102
+2% +$17.4K 0.14% 138
2016
Q2 		$988K Sell
5,973
-45
-0.7% -$7.2K 0.13% 143
2016
Q1 		$891K Sell
6,018
-512
-8% -$72.6K 0.13% 143
2015
Q4 		$982K Buy
6,530
+299
+5% +$43K 0.14% 132
2015
Q3 		$806K Sell
6,231
-51
-0.8% -$7.12K 0.13% 145
2015
Q2 		$868K Hold
6,282
– – 0.13% 153
2015
Q1 		$880K Buy
6,282
+535
+9% +$74.9K 0.13% 155
2014
Q4 		$780K Hold
5,747
– – 0.12% 155
2014
Q3 		$638K Sell
5,747
-51
-0.9% -$5.82K 0.11% 160
2014
Q2 		$669K Hold
5,798
– – 0.11% 167
2014
Q1 		$662K Hold
5,798
– – 0.11% 156
2013
Q4 		$625K Hold
5,798
– – 0.11% 149
2013
Q3 		$566K Hold
5,798
– – 0.11% 148
2013
Q2 		$559K Buy
+5,798
New +$553K 0.11% 144

Other funds holding BDX

BlackRock
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Montag & Associates's BDX Position: Q1 2026 in Review

Montag & Associates increased its Becton Dickinson (BDX) stake by 11% in Q1 2026, buying an estimated $115K and bringing the position to 6,150 shares worth $967K. The position accounts for 0.04% of the portfolio, ranked #251.

Montag & Associates first reported a position in BDX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.71M in Q2 2020. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Montag & Associates held 6,150 shares of Becton Dickinson worth $967K as of Q1 2026.
  • Montag & Associates bought 625 Becton Dickinson shares in Q1 2026, an estimated $115K.
  • Becton Dickinson made up 0.04% of Montag & Associates's portfolio in Q1 2026, its #251 holding.
  • Montag & Associates first reported a position in Becton Dickinson in Q2 2013 and has held it in 52 quarters since.
  • Montag & Associates's Becton Dickinson position peaked at $3.71M in Q2 2020.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.