Poehling Capital Management’s Becton Dickinson BDX Stock Holding History

Poehling Capital 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	$1.53M	Buy	10,098 +808	+9%	+$121K	0.33%	69
2026 Q1	$1.46M	Buy	9,290 +1,035	+13%	+$190K	0.31%	70
2025 Q4	$1.6M	Buy	8,255 +173	+2%	+$32.9K	0.33%	66
2025 Q3	$1.51M	Sell	8,082 -90	-1%	-$16.7K	0.32%	69
2025 Q2	$1.41M	Buy	+8,172	New	+$1.5M	0.33%	64

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Poehling Capital Management's BDX Position: Q2 2026 in Review

Poehling Capital Management increased its Becton Dickinson (BDX) stake by 8.7% in Q2 2026, buying an estimated $121K and bringing the position to 10,098 shares worth $1.53M. The position accounts for 0.33% of the portfolio, ranked #69.

Poehling Capital Management first reported a position in BDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2025. 398 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Poehling Capital Management held 10,098 shares of Becton Dickinson worth $1.53M as of Q2 2026.
Poehling Capital Management bought 808 Becton Dickinson shares in Q2 2026, an estimated $121K.
Becton Dickinson made up 0.33% of Poehling Capital Management's portfolio in Q2 2026, its #69 holding.
Poehling Capital Management first reported a position in Becton Dickinson in Q2 2025 and has held it in 5 quarters since.
Poehling Capital Management's Becton Dickinson position peaked at $1.6M in Q4 2025.
398 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.