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Morningstar Investment Services’s Becton Dickinson BDX Stock Holding History

Morningstar Investment Services’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
Q1 		$4.88M Sell
21,282
-21,693
-50% -$5.03M 0.89% 26
2024
Q4 		$9.75M Sell
42,975
-112,278
-72% -$25.9M 0.89% 26
2024
Q3 		$37.5M Sell
155,253
-100
-0.1% -$23.4K 0.38% 74
2024
Q2 		$35.9M Buy
155,353
+227
+0.1% +$53.5K 0.39% 72
2024
Q1 		$38.2M Sell
155,126
-155,741
-50% -$37.3M 0.42% 64
2023
Q4 		$75.5M Buy
310,867
+154,023
+98% +$38M 0.43% 64
2023
Q3 		$41.2M Sell
156,844
-107
-0.1% -$28.9K 0.53% 48
2023
Q2 		$40.8M Sell
156,951
-3,252
-2% -$826K 0.53% 53
2023
Q1 		$39.2M Sell
160,203
-2,766
-2% -$677K 0.53% 54
2022
Q4 		$42M Sell
162,969
-3,715
-2% -$877K 0.57% 53
2022
Q3 		$38.5M Buy
166,684
+914
+0.6% +$227K 0.55% 51
2022
Q2 		$41.1M Buy
165,770
+93
+0.1% +$23.6K 0.55% 46
2022
Q1 		$43.6M Buy
165,677
+4,741
+3% +$1.22M 0.48% 53
2021
Q4 		$39.5M Buy
160,936
+43,971
+38% +$10.5M 0.44% 58
2021
Q3 		$28.7M Buy
116,965
+473
+0.4% +$116K 0.34% 78
2021
Q2 		$28.1M Buy
+116,492
New +$27.9M 0.34% 80
2016
Q2 		– Sell
-1,571
Closed -$233K – 217
2016
Q1 		$233K Sell
1,571
-1,112
-41% -$158K 0.01% 201
2015
Q4 		$403K Buy
2,683
+447
+20% +$64.3K 0.02% 180
2015
Q3 		$289K Sell
2,236
-71
-3% -$9.91K 0.01% 189
2015
Q2 		$319K Buy
2,307
+27
+1% +$3.73K 0.01% 187
2015
Q1 		$319K Sell
2,280
-917
-29% -$128K 0.01% 189
2014
Q4 		$434K Buy
3,197
+354
+12% +$45.3K 0.02% 186
2014
Q3 		$316K Buy
+2,843
New +$324K 0.02% 192

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Morningstar Investment Services's BDX Position: Q1 2025 in Review

Morningstar Investment Services reduced its Becton Dickinson (BDX) stake by 50% in Q1 2025, selling an estimated $5.03M and leaving 21,282 shares worth $4.88M. The position accounts for 0.89% of the portfolio, ranked #26.

Morningstar Investment Services first reported a position in BDX in Q3 2014 and has held it in 23 quarters since. The position peaked at $75.5M in Q4 2023. 1,610 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

  • Morningstar Investment Services held 21,282 shares of Becton Dickinson worth $4.88M as of Q1 2025.
  • Morningstar Investment Services sold 21,693 Becton Dickinson shares in Q1 2025, an estimated $5.03M.
  • Becton Dickinson made up 0.89% of Morningstar Investment Services's portfolio in Q1 2025, its #26 holding.
  • Morningstar Investment Services first reported a position in Becton Dickinson in Q3 2014 and has held it in 23 quarters since.
  • Morningstar Investment Services's Becton Dickinson position peaked at $75.5M in Q4 2023.
  • 1,610 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.