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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

RMR Wealth Builders's BDX Position: Q1 2025 in Review

RMR Wealth Builders sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 2,282 shares — an estimated $518K sold.

RMR Wealth Builders first reported a position in BDX in Q3 2020 and held it in 18 quarters. The position peaked at $803K in Q2 2023. 1,613 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

  • RMR Wealth Builders reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 2,282 Becton Dickinson shares in Q1 2025, an estimated $518K.
  • RMR Wealth Builders first reported a position in Becton Dickinson in Q3 2020 and held it in 18 quarters.
  • RMR Wealth Builders's Becton Dickinson position peaked at $803K in Q2 2023.
  • 1,613 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on RMR Wealth Builders's 13F filing for Q1 2025, filed 16 Apr 2025.