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Mount Yale Investment Advisors’s Becton Dickinson BDX Stock Holding History

Mount Yale Investment Advisors’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 		$257K Sell
1,632
-5,705
-78% -$1.05M 0.01% 960
2025
Q4 		$1.42M Sell
7,337
-445
-6% -$84.7K 0.07% 246
2025
Q3 		$1.46M Buy
7,782
+4,519
+138% +$840K 0.1% 209
2025
Q2 		$562K Sell
3,263
-684
-17% -$125K 0.04% 317
2025
Q1 		$904K Buy
3,947
+911
+30% +$211K 0.08% 210
2024
Q4 		$689K Buy
+3,036
New +$701K 0.06% 280
2024
Q1 		– Sell
-2,187
Closed -$533K – 539
2023
Q4 		$533K Buy
2,187
+40
+2% +$9.86K 0.05% 310
2023
Q3 		$555K Sell
2,147
-124
-5% -$33.5K 0.06% 288
2023
Q2 		$600K Buy
2,271
+3
+0.1% +$762 0.06% 280
2023
Q1 		$562K Sell
2,268
-57
-2% -$13.9K 0.06% 282
2022
Q4 		$591K Sell
2,325
-64
-3% -$15.1K 0.07% 259
2022
Q3 		$532K Sell
2,389
-537
-18% -$134K 0.07% 259
2022
Q2 		$721K Sell
2,926
-201
-6% -$51K 0.09% 225
2022
Q1 		$811K Buy
3,127
+51
+2% +$13.1K 0.09% 230
2021
Q4 		$755K Buy
3,076
+2,234
+265% +$535K 0.08% 242
2021
Q3 		$202K Buy
+842
New +$207K 0.02% 445
2021
Q1 		– Sell
-6,050
Closed -$1.48M – 414
2020
Q4 		$1.48M Sell
6,050
-269
-4% -$62.7K 0.21% 107
2020
Q3 		$1.43M Sell
6,319
-244
-4% -$60K 0.2% 105
2020
Q2 		$1.53M Sell
6,563
-360
-5% -$86.8K 0.27% 90
2020
Q1 		$1.55M Buy
6,923
+173
+3% +$42.7K 0.35% 70
2019
Q4 		$1.81M Sell
6,750
-133
-2% -$33.2K 0.31% 79
2019
Q3 		$1.63M Sell
6,883
-362
-5% -$89.4K 0.29% 85
2019
Q2 		$1.73M Buy
7,245
+138
+2% +$32.1K 0.32% 79
2019
Q1 		$1.73M Buy
7,107
+31
+0.4% +$7.33K 0.32% 72
2018
Q4 		$1.68M Buy
7,076
+6,949
+5,472% +$1.61M 0.34% 72
2018
Q3 		$29K Hold
127
– – 0.01% 710
2018
Q2 		$30K Buy
+127
New +$28.3K 0.01% 720

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

Mount Yale Investment Advisors's BDX Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Becton Dickinson (BDX) stake by 78% in Q1 2026, selling an estimated $1.05M and leaving 1,632 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #960.

Mount Yale Investment Advisors first reported a position in BDX in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.81M in Q4 2019. 1,467 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Mount Yale Investment Advisors held 1,632 shares of Becton Dickinson worth $257K as of Q1 2026.
  • Mount Yale Investment Advisors sold 5,705 Becton Dickinson shares in Q1 2026, an estimated $1.05M.
  • Becton Dickinson made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #960 holding.
  • Mount Yale Investment Advisors first reported a position in Becton Dickinson in Q2 2018 and has held it in 27 quarters since.
  • Mount Yale Investment Advisors's Becton Dickinson position peaked at $1.81M in Q4 2019.
  • 1,467 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.