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Retirement Wealth Solutions’s Becton Dickinson BDX Stock Holding History

Retirement Wealth Solutions’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 		$1.79K Buy
10
+7
+233% +$1.22K ﹤0.01% 617
2026
Q2 		$454 Sell
3
-1
-25% -$150 ﹤0.01% 738
2026
Q1 		$629 Buy
+4
New +$734 ﹤0.01% 701
2025
Q3 		– Sell
-36
Closed -$6.2K – 837
2025
Q2 		$6.2K Hold
36
– – ﹤0.01% 276
2025
Q1 		$8.25K Hold
36
– – 0.01% 243
2024
Q4 		$8.41K Buy
+36
New +$8.31K 0.01% 244

Other funds holding BDX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Retirement Wealth Solutions's BDX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Becton Dickinson (BDX) stake by 233% in Q3 2026, buying an estimated $1.22K and bringing the position to 10 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Retirement Wealth Solutions first reported a position in BDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.41K in Q4 2024. 62 funds tracked by Wall St. Rank hold BDX as of Q3 2026.

  • Retirement Wealth Solutions held 10 shares of Becton Dickinson worth $1.79K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 Becton Dickinson shares in Q3 2026, an estimated $1.22K.
  • Becton Dickinson made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #617 holding.
  • Retirement Wealth Solutions first reported a position in Becton Dickinson in Q4 2024 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's Becton Dickinson position peaked at $8.41K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.