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Soltis Investment Advisors’s Becton Dickinson BDX Stock Holding History

Soltis Investment 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
Q1 		$204K Sell
1,297
-5
-0.4% -$918 0.01% 547
2025
Q4 		$253K Buy
+1,302
New +$248K 0.02% 439

Other funds holding BDX

BlackRock
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Soltis Investment Advisors's BDX Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Becton Dickinson (BDX) stake by 0.38% in Q1 2026, selling an estimated $918 and leaving 1,297 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #547.

Soltis Investment Advisors first reported a position in BDX in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Soltis Investment Advisors held 1,297 shares of Becton Dickinson worth $204K as of Q1 2026.
  • Soltis Investment Advisors sold 5 Becton Dickinson shares in Q1 2026, an estimated $918.
  • Becton Dickinson made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #547 holding.
  • Soltis Investment Advisors first reported a position in Becton Dickinson in Q4 2025 and has held it in 2 quarters since.
  • Soltis Investment Advisors's Becton Dickinson position peaked at $253K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.