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Sound View Wealth Advisors Group’s Becton Dickinson BDX Stock Holding History

Sound View Wealth Advisors Group’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 		$372K Sell
2,364
-154
-6% -$28.3K 0.03% 313
2025
Q4 		$489K Buy
2,518
+20
+0.8% +$3.81K 0.03% 273
2025
Q3 		$468K Buy
2,498
+383
+18% +$71.2K 0.03% 276
2025
Q2 		$364K Buy
2,115
+433
+26% +$79.4K 0.03% 317
2025
Q1 		$385K Buy
1,682
+138
+9% +$32K 0.03% 292
2024
Q4 		$350K Buy
1,544
+496
+47% +$115K 0.03% 312
2024
Q3 		$253K Sell
1,048
-39
-4% -$9.14K 0.02% 367
2024
Q2 		$254K Buy
1,087
+35
+3% +$8.25K 0.03% 327
2024
Q1 		$260K Buy
1,052
+33
+3% +$7.9K 0.03% 322
2023
Q4 		$249K Buy
1,019
+35
+4% +$8.63K 0.03% 335
2023
Q3 		$254K Buy
984
+13
+1% +$3.51K 0.03% 314
2023
Q2 		$256K Buy
971
+13
+1% +$3.3K 0.03% 308
2023
Q1 		$237K Sell
958
-61
-6% -$14.9K 0.03% 321
2022
Q4 		$249K Buy
+1,019
New +$241K 0.03% 335
2021
Q3 		– Sell
-1,405
Closed -$334K – 286
2021
Q2 		$334K Sell
1,405
-233
-14% -$55.9K 0.07% 221
2021
Q1 		$388K Sell
1,638
-428
-21% -$105K 0.09% 184
2020
Q4 		$504K Buy
2,066
+216
+12% +$50.4K 0.12% 150
2020
Q3 		$420K Buy
1,850
+55
+3% +$13.5K 0.11% 163
2020
Q2 		$419K Buy
1,795
+268
+18% +$64.6K 0.12% 150
2020
Q1 		$342K Buy
1,527
+17
+1% +$4.2K 0.12% 148
2019
Q4 		$401K Sell
1,510
-17
-1% -$4.24K 0.11% 158
2019
Q3 		$377K Sell
1,527
-2,280
-60% -$563K 0.11% 163
2019
Q2 		$936K Buy
+3,807
New +$884K 0.28% 95

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

Sound View Wealth Advisors Group's BDX Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Becton Dickinson (BDX) stake by 6.1% in Q1 2026, selling an estimated $28.3K and leaving 2,364 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #313.

Sound View Wealth Advisors Group first reported a position in BDX in Q2 2019 and has held it in 23 quarters since. The position peaked at $936K in Q2 2019. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,364 shares of Becton Dickinson worth $372K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 154 Becton Dickinson shares in Q1 2026, an estimated $28.3K.
  • Becton Dickinson made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #313 holding.
  • Sound View Wealth Advisors Group first reported a position in Becton Dickinson in Q2 2019 and has held it in 23 quarters since.
  • Sound View Wealth Advisors Group's Becton Dickinson position peaked at $936K in Q2 2019.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.