Pinnacle Wealth Planning Services
BDX icon

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
Q3 		$241K Buy
1,347
+23
+2% +$4K 0.02% 436
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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's BDX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Becton Dickinson (BDX) stake by 1.7% in Q3 2026, buying an estimated $4K and bringing the position to 1,347 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #436.

Pinnacle Wealth Planning Services first reported a position in BDX in Q4 2020 and has held it in 18 quarters since. The position peaked at $404K in Q3 2024. 573 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,347 shares of Becton Dickinson worth $241K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 23 Becton Dickinson shares in Q3 2026, an estimated $4K.
  • Becton Dickinson made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #436 holding.
  • Pinnacle Wealth Planning Services first reported a position in Becton Dickinson in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Becton Dickinson position peaked at $404K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.