Schrum Private Wealth Management’s Becton Dickinson BDX Stock Holding History

Schrum Private Wealth Management’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	–	Sell	-1,134	Closed	-$220K	–	127
2025 Q4	$220K	Hold	1,134	–	–	0.16%	120
2025 Q3	$212K	Sell	1,134 -100	-8%	-$18.6K	0.16%	127
2025 Q2	$213K	Hold	1,234	–	–	0.17%	123
2025 Q1	$283K	Hold	1,234	–	–	0.25%	96
2024 Q4	$280K	Sell	1,234 -1,466	-54%	-$339K	0.24%	101
2024 Q3	$651K	Buy	2,700 +1,350	+100%	+$316K	0.34%	67
2024 Q2	$316K	Hold	1,350	–	–	0.28%	86
2024 Q1	$334K	Hold	1,350	–	–	0.3%	80
2023 Q4	$329K	Hold	1,350	–	–	0.47%	60
2023 Q3	$349K	Hold	1,350	–	–	0.4%	66
2023 Q2	$356K	Hold	1,350	–	–	0.39%	67
2023 Q1	$334K	Sell	1,350 -6	-0.4%	-$1.47K	0.39%	71
2022 Q4	$345K	Hold	1,356	–	–	0.41%	69
2022 Q3	$302K	Hold	1,356	–	–	0.38%	81
2022 Q2	$334K	Sell	1,356 -341	-20%	-$86.6K	0.38%	77
2022 Q1	$424K	Hold	1,697	–	–	0.43%	70
2021 Q4	$415K	Buy	+1,697	New	+$407K	0.38%	75

Other funds holding BDX

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schrum Private Wealth Management's BDX Position: Q1 2026 in Review

Schrum Private Wealth Management sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,134 shares — an estimated $220K sold.

Schrum Private Wealth Management first reported a position in BDX in Q4 2021 and held it in 17 quarters. The position peaked at $651K in Q3 2024. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

Schrum Private Wealth Management reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 1,134 Becton Dickinson shares in Q1 2026, an estimated $220K.
Schrum Private Wealth Management first reported a position in Becton Dickinson in Q4 2021 and held it in 17 quarters.
Schrum Private Wealth Management's Becton Dickinson position peaked at $651K in Q3 2024.
1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.