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Spire Wealth Management’s Becton Dickinson BDX Stock Holding History

Spire Wealth 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
Q2 		$82.9K Sell
548
-241
-31% -$36K ﹤0.01% 1025
2026
Q1 		$124K Buy
789
+54
+7% +$9.91K ﹤0.01% 923
2025
Q4 		$143K Sell
735
-82
-10% -$15.6K ﹤0.01% 891
2025
Q3 		$153K Sell
817
-1
-0.1% -$186 0.01% 861
2025
Q2 		$141K Sell
818
-1,606
-66% -$294K 0.01% 858
2025
Q1 		$555K Buy
2,424
+44
+2% +$10.2K 0.02% 540
2024
Q4 		$540K Hold
2,380
– – 0.02% 533
2024
Q3 		$574K Buy
2,380
+148
+7% +$34.7K 0.02% 487
2024
Q2 		$522K Sell
2,232
-224
-9% -$52.8K 0.02% 478
2024
Q1 		$608K Sell
2,456
-62
-2% -$14.8K 0.01% 475
2023
Q4 		$594K Sell
2,518
-955
-27% -$235K 0.02% 478
2023
Q3 		$898K Sell
3,473
-53
-2% -$14.3K 0.03% 355
2023
Q2 		$931K Buy
3,526
+17
+0.5% +$4.32K 0.03% 361
2023
Q1 		$869K Buy
3,509
+2,754
+365% +$674K 0.03% 370
2022
Q4 		$192K Buy
755
+68
+10% +$16.1K 0.01% 568
2022
Q3 		$153K Sell
687
-3,086
-82% -$768K 0.01% 594
2022
Q2 		$930K Sell
3,773
-1,192
-24% -$303K 0.04% 344
2022
Q1 		$1.29M Buy
4,965
+187
+4% +$48.1K 0.03% 339
2021
Q4 		$1.17M Sell
4,778
-1,476
-24% -$354K 0.03% 429
2021
Q3 		$1.5M Sell
6,254
-411
-6% -$101K 0.04% 329
2021
Q2 		$1.58M Buy
6,665
+609
+10% +$146K 0.04% 330
2021
Q1 		$1.4M Buy
+6,056
New +$1.48M 0.04% 361

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

Spire Wealth Management's BDX Position: Q2 2026 in Review

Spire Wealth Management reduced its Becton Dickinson (BDX) stake by 31% in Q2 2026, selling an estimated $36K and leaving 548 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Spire Wealth Management first reported a position in BDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.58M in Q2 2021. 1,432 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Spire Wealth Management held 548 shares of Becton Dickinson worth $82.9K as of Q2 2026.
  • Spire Wealth Management sold 241 Becton Dickinson shares in Q2 2026, an estimated $36K.
  • Becton Dickinson made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1025 holding.
  • Spire Wealth Management first reported a position in Becton Dickinson in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Becton Dickinson position peaked at $1.58M in Q2 2021.
  • 1,432 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.