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Sterling Financial Planning’s Becton Dickinson BDX Stock Holding History

Sterling Financial Planning’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 		– Sell
-1,116
Closed -$217K – 118
2025
Q4 		$217K Sell
1,116
-231
-17% -$44K 0.07% 114
2025
Q3 		$252K Sell
1,347
-25
-2% -$4.64K 0.08% 103
2025
Q2 		$236K Sell
1,372
-1,180
-46% -$216K 0.08% 104
2025
Q1 		$584K Buy
2,552
+1
+0% +$232 0.21% 65
2024
Q4 		$579K Sell
2,551
-713
-22% -$165K 0.21% 65
2024
Q3 		$787K Sell
3,264
-683
-17% -$160K 0.29% 54
2024
Q2 		$923K Sell
3,947
-18
-0.5% -$4.24K 0.37% 53
2024
Q1 		$981K Sell
3,965
-116
-3% -$27.8K 0.4% 51
2023
Q4 		$995K Buy
4,081
+2,672
+190% +$659K 0.43% 52
2023
Q3 		$364K Sell
1,409
-30
-2% -$8.1K 0.19% 73
2023
Q2 		$380K Hold
1,439
– – 0.19% 72
2023
Q1 		$356K Hold
1,439
– – 0.19% 72
2022
Q4 		$366K Hold
1,439
– – 0.22% 67
2022
Q3 		$321K Buy
1,439
+1
+0.1% +$249 0.23% 68
2022
Q2 		$355K Sell
1,438
-48
-3% -$12.2K 0.25% 61
2022
Q1 		$386K Sell
1,486
-122
-8% -$31.4K 0.24% 60
2021
Q4 		$395K Sell
1,608
-41
-2% -$9.82K 0.25% 63
2021
Q3 		$396K Sell
1,649
-85
-5% -$20.8K 0.25% 56
2021
Q2 		$411K Hold
1,734
– – 0.27% 53
2021
Q1 		$411K Sell
1,734
-52
-3% -$12.7K 0.29% 50
2020
Q4 		$436K Buy
+1,786
New +$416K 0.35% 45

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

Sterling Financial Planning's BDX Position: Q1 2026 in Review

Sterling Financial Planning sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,116 shares — an estimated $217K sold.

Sterling Financial Planning first reported a position in BDX in Q4 2020 and held it in 21 quarters. The position peaked at $995K in Q4 2023. 1,467 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Sterling Financial Planning reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Sterling Financial Planning sold 1,116 Becton Dickinson shares in Q1 2026, an estimated $217K.
  • Sterling Financial Planning first reported a position in Becton Dickinson in Q4 2020 and held it in 21 quarters.
  • Sterling Financial Planning's Becton Dickinson position peaked at $995K in Q4 2023.
  • 1,467 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.