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Smallwood Wealth Investment Management’s Becton Dickinson BDX Stock Holding History

Smallwood Wealth Investment 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
-120
Closed -$23.3K – 530
2025
Q4 		$23.3K Hold
120
– – 0.01% 243
2025
Q3 		$22.5K Sell
120
-12
-9% -$2.23K 0.01% 253
2025
Q2 		$22.7K Buy
132
+12
+10% +$2.2K 0.01% 245
2025
Q1 		$27.5K Buy
+120
New +$27.8K 0.02% 216

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

Smallwood Wealth Investment Management's BDX Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 120 shares — an estimated $23.3K sold.

Smallwood Wealth Investment Management first reported a position in BDX in Q1 2025 and held it in 4 quarters. The position peaked at $27.5K in Q1 2025. 1,470 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 120 Becton Dickinson shares in Q1 2026, an estimated $23.3K.
  • Smallwood Wealth Investment Management first reported a position in Becton Dickinson in Q1 2025 and held it in 4 quarters.
  • Smallwood Wealth Investment Management's Becton Dickinson position peaked at $27.5K in Q1 2025.
  • 1,470 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.