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Southeast Asset Advisors’s Becton Dickinson BDX Stock Holding History

Southeast Asset 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
Q2 		$307K Hold
2,028
– – 0.03% 176
2026
Q1 		$319K Hold
2,028
– – 0.03% 169
2025
Q4 		$394K Hold
2,028
– – 0.04% 158
2025
Q3 		$380K Buy
2,028
+28
+1% +$5.2K 0.04% 163
2025
Q2 		$345K Hold
2,000
– – 0.04% 154
2025
Q1 		$458K Buy
+2,000
New +$464K 0.06% 125

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Southeast Asset Advisors's BDX Position: Q2 2026 in Review

Southeast Asset Advisors held its Becton Dickinson (BDX) position steady in Q2 2026 at 2,028 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #176.

Southeast Asset Advisors first reported a position in BDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $458K in Q1 2025. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Southeast Asset Advisors held 2,028 shares of Becton Dickinson worth $307K as of Q2 2026.
  • Southeast Asset Advisors left its Becton Dickinson share count unchanged in Q2 2026.
  • Becton Dickinson made up 0.03% of Southeast Asset Advisors's portfolio in Q2 2026, its #176 holding.
  • Southeast Asset Advisors first reported a position in Becton Dickinson in Q1 2025 and has held it in 6 quarters since.
  • Southeast Asset Advisors's Becton Dickinson position peaked at $458K in Q1 2025.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.