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ProVise Management Group’s Becton Dickinson BDX Stock Holding History

ProVise Management Group’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 		$10.5M Buy
66,770
+4,346
+7% +$798K 0.76% 45
2025
Q4 		$12.1M Sell
62,424
-2,184
-3% -$416K 0.86% 39
2025
Q3 		$12.1M Sell
64,608
-1,324
-2% -$246K 0.89% 38
2025
Q2 		$11.4M Buy
65,932
+4,663
+8% +$855K 0.9% 35
2025
Q1 		$14M Buy
61,269
+14,808
+32% +$3.44M 1.19% 25
2024
Q4 		$10.5M Buy
46,461
+6,344
+16% +$1.46M 0.9% 34
2024
Q3 		$9.67M Buy
40,117
+2,419
+6% +$567K 0.77% 40
2024
Q2 		$8.81M Buy
37,698
+637
+2% +$150K 0.75% 37
2024
Q1 		$9.17M Buy
37,061
+1,696
+5% +$406K 0.79% 38
2023
Q4 		$8.62M Buy
35,365
+467
+1% +$115K 0.73% 40
2023
Q3 		$9.02M Buy
34,898
+108
+0.3% +$29.2K 0.84% 34
2023
Q2 		$9.18M Sell
34,790
-801
-2% -$203K 0.83% 34
2023
Q1 		$8.81M Buy
35,591
+500
+1% +$122K 0.84% 34
2022
Q4 		$8.92M Sell
35,091
-3,538
-9% -$835K 0.9% 35
2022
Q3 		$8.61M Buy
38,629
+21
+0.1% +$5.23K 0.96% 32
2022
Q2 		$9.52M Buy
38,608
+1,686
+5% +$428K 1.02% 26
2022
Q1 		$9.58M Buy
36,922
+2,856
+8% +$735K 0.9% 31
2021
Q4 		$8.36M Buy
34,066
+5,248
+18% +$1.26M 0.76% 35
2021
Q3 		$6.91M Buy
28,818
+23,546
+447% +$5.78M 0.68% 42
2021
Q2 		$1.25M Buy
+5,272
New +$1.26M 0.13% 148
2019
Q3 		– Sell
-1,950
Closed -$479K – 310
2019
Q2 		$479K Buy
1,950
+42
+2% +$9.76K 0.06% 206
2019
Q1 		$465K Buy
1,908
+402
+27% +$95K 0.07% 199
2018
Q4 		$331K Sell
1,506
-84
-5% -$19.5K 0.05% 225
2018
Q3 		$405K Sell
1,590
-10
-0.6% -$2.46K 0.05% 234
2018
Q2 		$374 Sell
1,600
-724
-31% -$161K 0.03% 246
2018
Q1 		$491K Buy
2,324
+458
+25% +$100K 0.07% 202
2017
Q4 		$390K Sell
1,866
-9
-0.5% -$1.89K 0.06% 234
2017
Q3 		$358K Buy
+1,875
New +$364K 0.05% 241

Other funds holding BDX

BlackRock
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ProVise Management Group's BDX Position: Q1 2026 in Review

ProVise Management Group increased its Becton Dickinson (BDX) stake by 7% in Q1 2026, buying an estimated $798K and bringing the position to 66,770 shares worth $10.5M. The position accounts for 0.76% of the portfolio, ranked #45.

ProVise Management Group first reported a position in BDX in Q3 2017 and has held it in 28 quarters since. The position peaked at $14M in Q1 2025. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • ProVise Management Group held 66,770 shares of Becton Dickinson worth $10.5M as of Q1 2026.
  • ProVise Management Group bought 4,346 Becton Dickinson shares in Q1 2026, an estimated $798K.
  • Becton Dickinson made up 0.76% of ProVise Management Group's portfolio in Q1 2026, its #45 holding.
  • ProVise Management Group first reported a position in Becton Dickinson in Q3 2017 and has held it in 28 quarters since.
  • ProVise Management Group's Becton Dickinson position peaked at $14M in Q1 2025.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.