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National Wealth Management Group’s Becton Dickinson BDX Stock Holding History

National Wealth Management Group’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 		$226K Buy
1,493
+40
+3% +$5.98K 0.07% 209
2026
Q1 		$229K Sell
1,453
-160
-10% -$29.4K 0.09% 200
2025
Q4 		$313K Sell
1,613
-1,240
-43% -$236K 0.11% 180
2025
Q3 		$534K Buy
+2,853
New +$530K 0.2% 117

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

National Wealth Management Group's BDX Position: Q2 2026 in Review

National Wealth Management Group increased its Becton Dickinson (BDX) stake by 2.8% in Q2 2026, buying an estimated $5.98K and bringing the position to 1,493 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #209.

National Wealth Management Group first reported a position in BDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $534K in Q3 2025. 1,442 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • National Wealth Management Group held 1,493 shares of Becton Dickinson worth $226K as of Q2 2026.
  • National Wealth Management Group bought 40 Becton Dickinson shares in Q2 2026, an estimated $5.98K.
  • Becton Dickinson made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #209 holding.
  • National Wealth Management Group first reported a position in Becton Dickinson in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Becton Dickinson position peaked at $534K in Q3 2025.
  • 1,442 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.