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Venturi Wealth Management’s Becton Dickinson BDX Stock Holding History

Venturi Wealth Management’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 		$221K Buy
1,460
+2
+0.1% +$299 0.01% 581
2026
Q1 		$229K Buy
1,458
+184
+14% +$33.8K 0.01% 541
2025
Q4 		$247K Sell
1,274
-31
-2% -$5.9K 0.01% 501
2025
Q3 		$244K Buy
1,305
+124
+10% +$23K 0.01% 491
2025
Q2 		$203K Sell
1,181
-623
-35% -$114K 0.01% 522
2025
Q1 		$413K Buy
1,804
+67
+4% +$15.5K 0.02% 361
2024
Q4 		$394K Buy
1,737
+1,650
+1,897% +$381K 0.02% 378
2024
Q3 		$21K Sell
87
-166
-66% -$38.9K ﹤0.01% 1002
2024
Q2 		$59.1K Buy
253
+225
+804% +$53K ﹤0.01% 622
2024
Q1 		$6.93K Sell
28
-135
-83% -$32.3K ﹤0.01% 1009
2023
Q4 		$39.7K Buy
163
+138
+552% +$34K ﹤0.01% 531
2023
Q3 		$6.46K Buy
25
+17
+213% +$4.59K ﹤0.01% 905
2023
Q2 		$2.11K Buy
+8
New +$2.03K ﹤0.01% 912
2022
Q4 		– Sell
-1,200
Closed -$267K – 329
2022
Q3 		$267K Hold
1,200
– – 0.03% 276
2022
Q2 		$296K Sell
1,200
-30
-2% -$7.62K 0.03% 275
2022
Q1 		$319K Buy
+1,230
New +$317K 0.02% 283
2020
Q3 		– Sell
-2,583
Closed -$603K – 283
2020
Q2 		$603K Buy
2,583
+1,112
+76% +$268K 0.08% 165
2020
Q1 		$330K Buy
1,471
+87
+6% +$21.5K 0.06% 170
2019
Q4 		$367K Sell
1,384
-27
-2% -$6.73K 0.04% 184
2019
Q3 		$348K Buy
1,411
+16
+1% +$3.95K 0.04% 180
2019
Q2 		$343K Sell
1,395
-22
-2% -$5.11K 0.05% 184
2019
Q1 		$347K Sell
1,417
-124
-8% -$29.3K 0.05% 192
2018
Q4 		$317K Buy
+1,541
New +$358K 0.05% 199

Other funds holding BDX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Venturi Wealth Management's BDX Position: Q2 2026 in Review

Venturi Wealth Management increased its Becton Dickinson (BDX) stake by 0.14% in Q2 2026, buying an estimated $299 and bringing the position to 1,460 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #581.

Venturi Wealth Management first reported a position in BDX in Q4 2018 and has held it in 23 quarters since. The position peaked at $603K in Q2 2020. 268 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Venturi Wealth Management held 1,460 shares of Becton Dickinson worth $221K as of Q2 2026.
  • Venturi Wealth Management bought 2 Becton Dickinson shares in Q2 2026, an estimated $299.
  • Becton Dickinson made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Venturi Wealth Management first reported a position in Becton Dickinson in Q4 2018 and has held it in 23 quarters since.
  • Venturi Wealth Management's Becton Dickinson position peaked at $603K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.