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SHP Wealth Management’s Becton Dickinson BDX Stock Holding History

SHP 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 		$28K Buy
178
+43
+32% +$7.89K ﹤0.01% 632
2025
Q4 		$26.2K Buy
+135
New +$25.7K ﹤0.01% 623

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's BDX Position: Q1 2026 in Review

SHP Wealth Management increased its Becton Dickinson (BDX) stake by 32% in Q1 2026, buying an estimated $7.89K and bringing the position to 178 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

SHP Wealth Management first reported a position in BDX in Q4 2025 and has held it in 2 quarters since. 1,470 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • SHP Wealth Management held 178 shares of Becton Dickinson worth $28K as of Q1 2026.
  • SHP Wealth Management bought 43 Becton Dickinson shares in Q1 2026, an estimated $7.89K.
  • Becton Dickinson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #632 holding.
  • SHP Wealth Management first reported a position in Becton Dickinson in Q4 2025 and has held it in 2 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

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