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 Q2	$316K	Buy	+1,350	New	+$202K	0.32%	77
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Schrum Private Wealth Management's BDX Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Becton Dickinson (BDX) in Q2 2026: 1,350 shares worth $316K. The stake represents 0.32% of the portfolio and ranks #77 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in BDX as recently as Q4 2025.

Schrum Private Wealth Management first reported a position in BDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $651K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

Schrum Private Wealth Management held 1,350 shares of Becton Dickinson worth $316K as of Q2 2026.
Becton Dickinson was a new Schrum Private Wealth Management position in Q2 2026.
Becton Dickinson made up 0.32% of Schrum Private Wealth Management's portfolio in Q2 2026, its #77 holding.
Schrum Private Wealth Management first reported a position in Becton Dickinson in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Becton Dickinson position peaked at $651K in Q3 2024.
1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.