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Old North State Wealth Management’s Becton Dickinson BDX Stock Holding History

Old North State 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
Q2 		$5.41M Buy
35,708
+3,895
+12% +$583K 2.31% 12
2026
Q1 		$5.01M Buy
31,813
+5,508
+21% +$1.01M 2.32% 11
2025
Q4 		$5.11M Buy
26,305
+3,495
+15% +$665K 2.4% 10
2025
Q3 		$4.28M Buy
22,810
+892
+4% +$166K 2% 15
2025
Q2 		$3.78M Buy
21,918
+1,419
+7% +$260K 1.97% 17
2025
Q1 		$4.7M Buy
20,499
+296
+1% +$68.7K 2.62% 9
2024
Q4 		$4.59M Buy
20,203
+561
+3% +$130K 2.58% 9
2024
Q3 		$4.74M Buy
19,642
+786
+4% +$184K 2.66% 10
2024
Q2 		$4.42M Buy
18,856
+809
+4% +$191K 2.91% 9
2024
Q1 		$4.47M Buy
18,047
+6,869
+61% +$1.64M 2.92% 10
2023
Q4 		$2.73M Buy
11,178
+1,031
+10% +$254K 2.02% 17
2023
Q3 		$2.63M Buy
10,147
+230
+2% +$62.1K 2.31% 15
2023
Q2 		$2.62M Buy
9,917
+121
+1% +$30.7K 2.3% 16
2023
Q1 		$2.43M Buy
9,796
+371
+4% +$90.8K 2.27% 20
2022
Q4 		$2.4M Buy
9,425
+598
+7% +$141K 2.41% 17
2022
Q3 		$1.97M Buy
8,827
+123
+1% +$30.6K 2.28% 16
2022
Q2 		$2.15M Buy
8,704
+114
+1% +$28.9K 2.45% 15
2022
Q1 		$2.23M Buy
8,590
+66
+0.8% +$17K 2.23% 17
2021
Q4 		$2.09M Buy
+8,524
New +$2.04M 2.11% 16

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
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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Old North State Wealth Management's BDX Position: Q2 2026 in Review

Old North State Wealth Management increased its Becton Dickinson (BDX) stake by 12% in Q2 2026, buying an estimated $583K and bringing the position to 35,708 shares worth $5.41M. The position accounts for 2.31% of the portfolio, ranked #12.

Old North State Wealth Management first reported a position in BDX in Q4 2021 and has held it in 19 quarters since. 268 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Old North State Wealth Management held 35,708 shares of Becton Dickinson worth $5.41M as of Q2 2026.
  • Old North State Wealth Management bought 3,895 Becton Dickinson shares in Q2 2026, an estimated $583K.
  • Becton Dickinson made up 2.31% of Old North State Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Old North State Wealth Management first reported a position in Becton Dickinson in Q4 2021 and has held it in 19 quarters since.
  • 268 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.