STA
BDX icon

Summit Trail Advisors’s Becton Dickinson BDX Stock Holding History

Summit Trail 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
Q1 		$3.5M Buy
22,261
+7,736
+53% +$1.42M 0.05% 250
2025
Q4 		$2.82M Buy
14,525
+4,166
+40% +$793K 0.05% 255
2025
Q3 		$1.94M Buy
10,359
+8,437
+439% +$1.57M 0.03% 463
2025
Q2 		$331K Buy
+1,922
New +$352K 0.01% 889
2024
Q4 		– Sell
-1,304
Closed -$314K – 441
2024
Q3 		$314K Sell
1,304
-118
-8% -$27.7K 0.01% 531
2024
Q2 		$332K Buy
1,422
+71
+5% +$16.7K 0.01% 457
2024
Q1 		$334K Buy
1,351
+26
+2% +$6.22K 0.01% 427
2023
Q4 		$323K Sell
1,325
-436
-25% -$107K 0.01% 386
2023
Q3 		$455K Buy
1,761
+165
+10% +$44.6K 0.02% 292
2023
Q2 		$421K Buy
1,596
+780
+96% +$198K 0.02% 299
2023
Q1 		$202K Buy
+816
New +$200K 0.01% 387
2018
Q4 		– Sell
-540
Closed -$138K – 130
2018
Q3 		$138K Buy
+540
New +$133K 0.03% 226
2018
Q2 		– Sell
-1,134
Closed -$241K – 505
2018
Q1 		$241K Buy
1,134
+93
+9% +$20.4K 0.04% 327
2017
Q4 		$240K Buy
+1,041
New +$218K 0.03% 372

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

Summit Trail Advisors's BDX Position: Q1 2026 in Review

Summit Trail Advisors increased its Becton Dickinson (BDX) stake by 53% in Q1 2026, buying an estimated $1.42M and bringing the position to 22,261 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #250.

Summit Trail Advisors first reported a position in BDX in Q4 2017 and has held it in 14 quarters since. 1,464 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Summit Trail Advisors held 22,261 shares of Becton Dickinson worth $3.5M as of Q1 2026.
  • Summit Trail Advisors bought 7,736 Becton Dickinson shares in Q1 2026, an estimated $1.42M.
  • Becton Dickinson made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #250 holding.
  • Summit Trail Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 14 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.