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Mowery & Schoenfeld Wealth Management’s Becton Dickinson BDX Stock Holding History

Mowery & Schoenfeld Wealth 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
Q1 		– Sell
-47
Closed -$9.12K – 373
2025
Q4 		$9.12K Buy
+47
New +$8.94K 0.01% 256
2024
Q3 		– Sell
-200
Closed -$46.7K – 236
2024
Q2 		$46.7K Buy
200
+182
+1,011% +$42.9K 0.07% 100
2024
Q1 		$4.46K Sell
18
-26
-59% -$6.22K 0.01% 125
2023
Q4 		$10.7K Buy
+44
New +$10.8K 0.02% 111

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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

Mowery & Schoenfeld Wealth Management's BDX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 47 shares — an estimated $9.12K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BDX in Q4 2023 and held it in 4 quarters. The position peaked at $46.7K in Q2 2024. 1,470 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 47 Becton Dickinson shares in Q1 2026, an estimated $9.12K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Becton Dickinson in Q4 2023 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Becton Dickinson position peaked at $46.7K in Q2 2024.
  • 1,470 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.