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Morningstar Investment Management’s Becton Dickinson BDX Stock Holding History

Morningstar Investment 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 		$3.04M Hold
19,364
– – 0.19% 135
2026
Q1 		$3.04M Buy
19,364
+983
+5% +$180K 0.19% 133
2025
Q4 		$3.57M Buy
18,381
+2,923
+19% +$556K 0.21% 111
2025
Q3 		$2.89M Buy
15,458
+7,777
+101% +$1.44M 0.11% 201
2025
Q2 		$1.32M Buy
+7,681
New +$1.41M 0.12% 54
2025
Q1 		– Sell
-3,897
Closed -$884K – 92
2024
Q4 		$884K Hold
3,897
– – 0.07% 82
2024
Q3 		$935K Buy
+3,897
New +$913K 0.09% 96

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Morningstar Investment Management's BDX Position: Q2 2026 in Review

Morningstar Investment Management held its Becton Dickinson (BDX) position steady in Q2 2026 at 19,364 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #135.

Morningstar Investment Management first reported a position in BDX in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2025. 853 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Morningstar Investment Management held 19,364 shares of Becton Dickinson worth $3.04M as of Q2 2026.
  • Morningstar Investment Management left its Becton Dickinson share count unchanged in Q2 2026.
  • Becton Dickinson made up 0.19% of Morningstar Investment Management's portfolio in Q2 2026, its #135 holding.
  • Morningstar Investment Management first reported a position in Becton Dickinson in Q3 2024 and has held it in 7 quarters since.
  • Morningstar Investment Management's Becton Dickinson position peaked at $3.57M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.