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Phillips Wealth Planners’s Becton Dickinson BDX Stock Holding History

Phillips Wealth Planners’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 		$261K Sell
1,671
-264
-14% -$39.5K 0.19% 174
2026
Q1 		$277K Buy
1,935
+562
+41% +$103K 0.21% 166
2025
Q4 		$283K Sell
1,373
-868
-39% -$165K 0.23% 153
2025
Q3 		$430K Buy
2,241
+58
+3% +$10.8K 0.36% 90
2025
Q2 		$381K Sell
2,183
-166
-7% -$30.4K 0.35% 98
2025
Q1 		$474K Buy
2,349
+772
+49% +$179K 0.5% 69
2024
Q4 		$368K Buy
1,577
+581
+58% +$134K 0.37% 88
2024
Q3 		$239K Sell
996
-56
-5% -$13.1K 0.23% 162
2024
Q2 		$236K Sell
1,052
-51
-5% -$12K 0.25% 152
2024
Q1 		$255K Buy
1,103
+158
+17% +$37.8K 0.29% 137
2023
Q4 		$222K Buy
945
+127
+16% +$31.3K 0.27% 141
2023
Q3 		$211K Buy
818
+46
+6% +$12.4K 0.29% 136
2023
Q2 		$204K Buy
+772
New +$196K 0.27% 142

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

Phillips Wealth Planners's BDX Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Becton Dickinson (BDX) stake by 14% in Q2 2026, selling an estimated $39.5K and leaving 1,671 shares worth $261K. The position accounts for 0.19% of the portfolio, ranked #174.

Phillips Wealth Planners first reported a position in BDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $474K in Q1 2025. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Phillips Wealth Planners held 1,671 shares of Becton Dickinson worth $261K as of Q2 2026.
  • Phillips Wealth Planners sold 264 Becton Dickinson shares in Q2 2026, an estimated $39.5K.
  • Becton Dickinson made up 0.19% of Phillips Wealth Planners's portfolio in Q2 2026, its #174 holding.
  • Phillips Wealth Planners first reported a position in Becton Dickinson in Q2 2023 and has held it in 13 quarters since.
  • Phillips Wealth Planners's Becton Dickinson position peaked at $474K in Q1 2025.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.