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Sax Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Sax Wealth Advisors’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
Q2 		$317K Buy
2,015
+266
+15% +$39.8K 0.01% 437
2026
Q1 		$339K Sell
1,749
-27
-2% -$4.96K 0.02% 358
2025
Q4 		$345K Sell
1,776
-23
-1% -$4.38K 0.02% 365
2025
Q3 		$337K Buy
1,799
+189
+12% +$35.1K 0.02% 332
2025
Q2 		$277K Sell
1,610
-5
-0.3% -$916 0.02% 356
2025
Q1 		$370K Buy
1,615
+43
+3% +$9.98K 0.03% 260
2024
Q4 		$357K Buy
+1,572
New +$363K 0.03% 240
2024
Q3 		– Sell
-1,547
Closed -$361K – 303
2024
Q2 		$361K Buy
+1,547
New +$364K 0.03% 183
2024
Q1 		– Sell
-1,541
Closed -$376K – 205
2023
Q4 		$376K Buy
1,541
+6
+0.4% +$1.48K 0.06% 136
2023
Q3 		$397K Hold
1,535
– – 0.08% 124
2023
Q2 		$405K Hold
1,535
– – 0.08% 126
2023
Q1 		$380K Hold
1,535
– – 0.08% 125
2022
Q4 		$390K Sell
1,535
-18
-1% -$4.25K 0.09% 120
2022
Q3 		$346K Hold
1,553
– – 0.09% 120
2022
Q2 		$383K Sell
1,553
-39
-2% -$9.9K 0.1% 119
2022
Q1 		$413K Hold
1,592
– – 0.1% 116
2021
Q4 		$390K Hold
1,592
– – 0.08% 129
2021
Q3 		$382K Hold
1,592
– – 0.09% 115
2021
Q2 		$378K Hold
1,592
– – 0.13% 110
2021
Q1 		$378K Hold
1,592
– – 0.14% 102
2020
Q4 		$388K Buy
+1,592
New +$371K 0.18% 87

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Sax Wealth Advisors's BDX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Becton Dickinson (BDX) stake by 15% in Q2 2026, buying an estimated $39.8K and bringing the position to 2,015 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #437.

Sax Wealth Advisors first reported a position in BDX in Q4 2020 and has held it in 21 quarters since. The position peaked at $413K in Q1 2022. 268 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Sax Wealth Advisors held 2,015 shares of Becton Dickinson worth $317K as of Q2 2026.
  • Sax Wealth Advisors bought 266 Becton Dickinson shares in Q2 2026, an estimated $39.8K.
  • Becton Dickinson made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #437 holding.
  • Sax Wealth Advisors first reported a position in Becton Dickinson in Q4 2020 and has held it in 21 quarters since.
  • Sax Wealth Advisors's Becton Dickinson position peaked at $413K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.