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
Q2 		$3.34M Sell
22,047
-214
-1% -$32K 0.04% 313
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 $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 Trail Advisors's BDX Position: Q2 2026 in Review

Summit Trail Advisors reduced its Becton Dickinson (BDX) stake by 0.96% in Q2 2026, selling an estimated $32K and leaving 22,047 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #313.

Summit Trail Advisors first reported a position in BDX in Q4 2017 and has held it in 15 quarters since. The position peaked at $3.5M in Q1 2026. 1,436 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Summit Trail Advisors held 22,047 shares of Becton Dickinson worth $3.34M as of Q2 2026.
  • Summit Trail Advisors sold 214 Becton Dickinson shares in Q2 2026, an estimated $32K.
  • Becton Dickinson made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #313 holding.
  • Summit Trail Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 15 quarters since.
  • Summit Trail Advisors's Becton Dickinson position peaked at $3.5M in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.