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Sowell Financial Services’s Becton Dickinson BDX Stock Holding History

Sowell Financial Services’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 		$297K Buy
1,962
+20
+1% +$2.99K 0.01% 876
2026
Q1 		$305K Buy
1,942
+11
+0.6% +$2.02K 0.01% 830
2025
Q4 		$375K Buy
1,931
+198
+11% +$37.7K 0.01% 740
2025
Q3 		$324K Buy
1,733
+128
+8% +$23.8K 0.01% 781
2025
Q2 		$276K Buy
1,605
+85
+6% +$15.6K 0.01% 820
2025
Q1 		$348K Buy
+1,520
New +$353K 0.02% 705
2021
Q2 		– Sell
-896
Closed -$210K – 747
2021
Q1 		$210K Buy
896
+371
+71% +$90.6K 0.01% 1025
2020
Q4 		$128K Buy
525
+15
+3% +$3.5K 0.01% 1059
2020
Q3 		$116K Buy
510
+6
+1% +$1.47K 0.01% 919
2020
Q2 		$118K Sell
504
-1,009
-67% -$243K 0.01% 912
2020
Q1 		$339K Buy
1,513
+93
+7% +$23K 0.03% 507
2019
Q4 		$377K Buy
1,420
+995
+234% +$248K 0.03% 530
2019
Q3 		$105K Buy
+425
New +$105K 0.01% 814
2017
Q1 		– Sell
-353
Closed -$62K – 282
2016
Q4 		$62K Buy
+353
New +$58.6K 0.02% 317

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

Sowell Financial Services's BDX Position: Q2 2026 in Review

Sowell Financial Services increased its Becton Dickinson (BDX) stake by 1% in Q2 2026, buying an estimated $2.99K and bringing the position to 1,962 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #876.

Sowell Financial Services first reported a position in BDX in Q4 2016 and has held it in 14 quarters since. The position peaked at $377K in Q4 2019. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Sowell Financial Services held 1,962 shares of Becton Dickinson worth $297K as of Q2 2026.
  • Sowell Financial Services bought 20 Becton Dickinson shares in Q2 2026, an estimated $2.99K.
  • Becton Dickinson made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #876 holding.
  • Sowell Financial Services first reported a position in Becton Dickinson in Q4 2016 and has held it in 14 quarters since.
  • Sowell Financial Services's Becton Dickinson position peaked at $377K in Q4 2019.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.