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Montag & Caldwell’s Becton Dickinson BDX Stock Holding History

Montag & Caldwell’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
2025
Q2 		– Sell
-19
Closed -$4.35K – 117
2025
Q1 		$4.35K Hold
19
– – ﹤0.01% 122
2024
Q4 		$4.31K Buy
+19
New +$4.39K ﹤0.01% 128
2021
Q2 		– Sell
-1,126
Closed -$267K – 70
2021
Q1 		$267K Sell
1,126
-68
-6% -$16.6K 0.02% 63
2020
Q4 		$292K Buy
1,194
+250
+26% +$58.3K 0.02% 66
2020
Q3 		$214K Sell
944
-125,474
-99% -$30.8M 0.01% 71
2020
Q2 		$29.5M Sell
126,418
-80,210
-39% -$19.3M 1.95% 27
2020
Q1 		$46.3M Buy
206,628
+43,202
+26% +$10.7M 3.08% 15
2019
Q4 		$43.4M Sell
163,426
-103,689
-39% -$25.9M 2.07% 27
2019
Q3 		$65.9M Sell
267,115
-5,120
-2% -$1.26M 3.39% 12
2019
Q2 		$66.9M Sell
272,235
-78,024
-22% -$18.1M 3.44% 11
2019
Q1 		$85.3M Sell
350,259
-31,916
-8% -$7.54M 4.45% 5
2018
Q4 		$84M Sell
382,175
-97,337
-20% -$22.6M 4.59% 4
2018
Q3 		$122M Sell
479,512
-24,817
-5% -$6.11M 4.76% 2
2018
Q2 		$118M Sell
504,329
-81,197
-14% -$18.1M 4.69% 2
2018
Q1 		$124M Buy
585,526
+118,713
+25% +$26M 4.5% 4
2017
Q4 		$97.5M Sell
466,813
-35,858
-7% -$7.51M 3.07% 17
2017
Q3 		$96.1M Sell
502,671
-27,071
-5% -$5.25M 2.96% 21
2017
Q2 		$101M Buy
529,742
+335,777
+173% +$61.3M 2.97% 19
2017
Q1 		$34.7M Buy
+193,965
New +$33.8M 0.99% 30

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montag & Caldwell's BDX Position: Q2 2025 in Review

Montag & Caldwell sold out of Becton Dickinson (BDX) in Q2 2025, closing a stake of 19 shares — an estimated $4.35K sold.

Montag & Caldwell first reported a position in BDX in Q1 2017 and held it in 19 quarters. The position peaked at $124M in Q1 2018. 1,517 funds tracked by Wall St. Rank hold BDX as of Q2 2025.

  • Montag & Caldwell reported no remaining Becton Dickinson position as of Q2 2025 after selling out during the quarter.
  • Montag & Caldwell sold 19 Becton Dickinson shares in Q2 2025, an estimated $4.35K.
  • Montag & Caldwell first reported a position in Becton Dickinson in Q1 2017 and held it in 19 quarters.
  • Montag & Caldwell's Becton Dickinson position peaked at $124M in Q1 2018.
  • 1,517 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.