Private Wealth Partners’s Becton Dickinson BDX Stock Holding History

Private Wealth Partners’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	–	Sell	-1,329	Closed	-$258K	–	171
2025 Q4	$258K	Hold	1,329	–	–	0.02%	149
2025 Q3	$249K	Hold	1,329	–	–	0.02%	150
2025 Q2	$229K	Hold	1,329	–	–	0.02%	153
2025 Q1	$304K	Hold	1,329	–	–	0.03%	140
2024 Q4	$302K	Hold	1,329	–	–	0.02%	147
2024 Q3	$320K	Hold	1,329	–	–	0.03%	148
2024 Q2	$311K	Hold	1,329	–	–	0.02%	140
2024 Q1	$329K	Buy	1,329 +300	+29%	+$71.8K	0.03%	129
2023 Q4	$251K	Hold	1,029	–	–	0.02%	146
2023 Q3	$266K	Hold	1,029	–	–	0.03%	128
2023 Q2	$272K	Hold	1,029	–	–	0.03%	126
2023 Q1	$255K	Buy	+1,029	New	+$252K	0.03%	134
2021 Q1	–	Sell	-1,538	Closed	-$375K	–	80
2020 Q4	$375K	Hold	1,538	–	–	0.04%	92
2020 Q3	$349K	Hold	1,538	–	–	0.04%	88
2020 Q2	$359K	Hold	1,538	–	–	0.05%	86
2020 Q1	$345K	Hold	1,538	–	–	0.06%	93
2019 Q4	$408K	Hold	1,538	–	–	0.06%	95
2019 Q3	$379K	Hold	1,538	–	–	0.06%	88
2019 Q2	$378K	Hold	1,538	–	–	0.06%	97
2019 Q1	$375K	Hold	1,538	–	–	0.06%	94
2018 Q4	$338K	Sell	1,538 -50	-3%	-$11.6K	0.07%	78
2018 Q3	$404K	Buy	1,588 +50	+3%	+$12.3K	0.06%	96
2018 Q2	$359K	Sell	1,538 -205	-12%	-$45.6K	0.06%	99
2018 Q1	$368K	Buy	1,743 +513	+42%	+$112K	0.06%	97
2017 Q4	$257K	Buy	+1,230	New	+$258K	0.05%	119

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

Private Wealth Partners's BDX Position: Q1 2026 in Review

Private Wealth Partners sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,329 shares — an estimated $258K sold.

Private Wealth Partners first reported a position in BDX in Q4 2017 and held it in 25 quarters. The position peaked at $408K in Q4 2019. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Private Wealth Partners reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
Private Wealth Partners sold 1,329 Becton Dickinson shares in Q1 2026, an estimated $258K.
Private Wealth Partners first reported a position in Becton Dickinson in Q4 2017 and held it in 25 quarters.
Private Wealth Partners's Becton Dickinson position peaked at $408K in Q4 2019.
1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.