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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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. 368 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.
  • 368 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.