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SPWM Advisors’s Becton Dickinson BDX Stock Holding History

SPWM 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 		$762K Sell
4,820
-192
-4% -$28.7K 0.7% 28
2026
Q1 		$739K Buy
5,012
+1,086
+28% +$199K 0.64% 32
2025
Q4 		$762K Buy
+3,926
New +$747K 0.72% 35

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 $3.38T AUM 44.17% 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

SPWM Advisors's BDX Position: Q2 2026 in Review

SPWM Advisors reduced its Becton Dickinson (BDX) stake by 3.8% in Q2 2026, selling an estimated $28.7K and leaving 4,820 shares worth $762K. The position accounts for 0.7% of the portfolio, ranked #28.

SPWM Advisors first reported a position in BDX in Q4 2025 and has held it in 3 quarters since. 1,445 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • SPWM Advisors held 4,820 shares of Becton Dickinson worth $762K as of Q2 2026.
  • SPWM Advisors sold 192 Becton Dickinson shares in Q2 2026, an estimated $28.7K.
  • Becton Dickinson made up 0.7% of SPWM Advisors's portfolio in Q2 2026, its #28 holding.
  • SPWM Advisors first reported a position in Becton Dickinson in Q4 2025 and has held it in 3 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.