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 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 New York $5.72T AUM 30.48% 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phillips Wealth Planners's BDX Position: Q1 2026 in Review

Phillips Wealth Planners increased its Becton Dickinson (BDX) stake by 41% in Q1 2026, buying an estimated $103K and bringing the position to 1,935 shares worth $277K. The position accounts for 0.21% of the portfolio, ranked #166.

Phillips Wealth Planners first reported a position in BDX in Q2 2023 and has held it in 12 quarters since. The position peaked at $474K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Phillips Wealth Planners held 1,935 shares of Becton Dickinson worth $277K as of Q1 2026.
Phillips Wealth Planners bought 562 Becton Dickinson shares in Q1 2026, an estimated $103K.
Becton Dickinson made up 0.21% of Phillips Wealth Planners's portfolio in Q1 2026, its #166 holding.
Phillips Wealth Planners first reported a position in Becton Dickinson in Q2 2023 and has held it in 12 quarters since.
Phillips Wealth Planners's Becton Dickinson position peaked at $474K in Q1 2025.
1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.