RWB
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RMR Wealth Builders’s Becton Dickinson BDX Stock Holding History

RMR Wealth Builders’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
2025
Q1 		– Sell
-2,282
Closed -$518K – 261
2024
Q4 		$518K Sell
2,282
-50
-2% -$11.5K 0.05% 155
2024
Q3 		$562K Sell
2,332
-52
-2% -$12.2K 0.06% 144
2024
Q2 		$557K Sell
2,384
-21
-0.9% -$4.95K 0.06% 143
2024
Q1 		$597K Sell
2,405
-3
-0.1% -$718 0.07% 138
2023
Q4 		$587K Sell
2,408
-31
-1% -$7.64K 0.08% 126
2023
Q3 		$631K Sell
2,439
-603
-20% -$163K 0.1% 111
2023
Q2 		$803K Sell
3,042
-90
-3% -$22.9K 0.14% 79
2023
Q1 		$775K Buy
3,132
+81
+3% +$19.8K 0.15% 77
2022
Q4 		$776K Buy
3,051
+5
+0.2% +$1.18K 0.18% 69
2022
Q3 		$679K Buy
3,046
+87
+3% +$21.7K 0.17% 74
2022
Q2 		$730K Sell
2,959
-70
-2% -$17.8K 0.18% 79
2022
Q1 		$786K Buy
3,029
+238
+9% +$61.3K 0.17% 83
2021
Q4 		$685K Buy
2,791
+207
+8% +$49.6K 0.2% 52
2021
Q3 		$620K Sell
2,584
-219
-8% -$53.7K 0.18% 86
2021
Q2 		$665K Sell
2,803
-173
-6% -$41.5K 0.22% 78
2021
Q1 		$706K Buy
2,976
+1,996
+204% +$488K 0.18% 80
2020
Q4 		$239K Sell
980
-619
-39% -$144K 0.12% 137
2020
Q3 		$363K Buy
+1,599
New +$393K 0.09% 140

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return