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Pinnacle Wealth Planning Services’s Becton Dickinson BDX Stock Holding History

Pinnacle Wealth Planning Services’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 		$200K Sell
1,324
-13
-1% -$1.94K 0.02% 522
2026
Q1 		$210K Sell
1,337
-1
-0.1% -$184 0.02% 461
2025
Q4 		$260K Sell
1,338
-235
-15% -$44.7K 0.03% 372
2025
Q3 		$294K Sell
1,573
-8
-0.5% -$1.49K 0.03% 323
2025
Q2 		$272K Buy
1,581
+470
+42% +$86.1K 0.04% 328
2025
Q1 		$254K Buy
1,111
+13
+1% +$3.02K 0.04% 300
2024
Q4 		$249K Sell
1,098
-576
-34% -$133K 0.04% 305
2024
Q3 		$404K Buy
+1,674
New +$392K 0.05% 230
2023
Q2 		– Sell
-840
Closed -$208K – 463
2023
Q1 		$208K Buy
+840
New +$206K 0.03% 385
2022
Q4 		– Sell
-1,108
Closed -$247K – 456
2022
Q3 		$247K Sell
1,108
-15
-1% -$3.73K 0.05% 279
2022
Q2 		$277K Buy
1,123
+156
+16% +$39.6K 0.05% 263
2022
Q1 		$251K Buy
967
+56
+6% +$14.4K 0.05% 315
2021
Q4 		$224K Sell
911
-39
-4% -$9.34K 0.04% 334
2021
Q3 		$228K Buy
950
+79
+9% +$19.4K 0.05% 299
2021
Q2 		$207K Sell
871
-27
-3% -$6.47K 0.05% 313
2021
Q1 		$213K Buy
898
+106
+13% +$25.9K 0.05% 288
2020
Q4 		$194K Buy
+792
New +$185K 0.05% 289

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

Pinnacle Wealth Planning Services's BDX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Becton Dickinson (BDX) stake by 0.97% in Q2 2026, selling an estimated $1.94K and leaving 1,324 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #522.

Pinnacle Wealth Planning Services first reported a position in BDX in Q4 2020 and has held it in 17 quarters since. The position peaked at $404K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,324 shares of Becton Dickinson worth $200K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 13 Becton Dickinson shares in Q2 2026, an estimated $1.94K.
  • Becton Dickinson made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #522 holding.
  • Pinnacle Wealth Planning Services first reported a position in Becton Dickinson in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Becton Dickinson position peaked at $404K in Q3 2024.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.