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Summit Financial’s Becton Dickinson BDX Stock Holding History

Summit Financial’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 		$408K Sell
2,697
-503
-16% -$75.2K ﹤0.01% 1179
2026
Q1 		$503K Sell
3,200
-12
-0.4% -$2.2K 0.01% 992
2025
Q4 		$623K Buy
3,212
+757
+31% +$144K 0.01% 814
2025
Q3 		$459K Buy
2,455
+367
+18% +$68.2K 0.01% 909
2025
Q2 		$360K Sell
2,088
-1,523
-42% -$279K 0.01% 644
2025
Q1 		$827K Sell
3,611
-521
-13% -$121K 0.02% 406
2024
Q4 		$937K Buy
4,132
+1,445
+54% +$334K 0.03% 328
2024
Q3 		$648K Buy
2,687
+37
+1% +$8.67K 0.03% 330
2024
Q2 		$619K Buy
2,650
+1,191
+82% +$281K 0.03% 293
2024
Q1 		$361K Sell
1,459
-304
-17% -$72.8K 0.02% 299
2023
Q4 		$430K Buy
1,763
+72
+4% +$17.7K 0.03% 262
2023
Q3 		$437K Buy
1,691
+39
+2% +$10.5K 0.03% 250
2023
Q2 		$436K Buy
+1,652
New +$420K 0.03% 243
2022
Q3 		– Sell
-2,037
Closed -$502K – 255
2022
Q2 		$502K Sell
2,037
-135
-6% -$34.3K 0.05% 156
2022
Q1 		$564K Buy
2,172
+996
+85% +$256K 0.04% 164
2021
Q4 		$288K Buy
1,176
+27
+2% +$6.47K 0.02% 216
2021
Q3 		$276K Buy
1,149
+66
+6% +$16.2K 0.02% 192
2021
Q2 		$257K Buy
+1,083
New +$260K 0.03% 150

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

Summit Financial's BDX Position: Q2 2026 in Review

Summit Financial reduced its Becton Dickinson (BDX) stake by 16% in Q2 2026, selling an estimated $75.2K and leaving 2,697 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Summit Financial first reported a position in BDX in Q2 2021 and has held it in 18 quarters since. The position peaked at $937K in Q4 2024. 1,442 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Summit Financial held 2,697 shares of Becton Dickinson worth $408K as of Q2 2026.
  • Summit Financial sold 503 Becton Dickinson shares in Q2 2026, an estimated $75.2K.
  • Becton Dickinson made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1179 holding.
  • Summit Financial first reported a position in Becton Dickinson in Q2 2021 and has held it in 18 quarters since.
  • Summit Financial's Becton Dickinson position peaked at $937K in Q4 2024.
  • 1,442 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.