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Williams Jones Wealth Management’s Becton Dickinson BDX Stock Holding History

Williams Jones 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
Q1 		$725K Sell
4,612
-280
-6% -$51.4K 0.01% 303
2025
Q4 		$949K Sell
4,892
-375
-7% -$71.4K 0.01% 260
2025
Q3 		$986K Sell
5,267
-695
-12% -$129K 0.01% 247
2025
Q2 		$1.03M Sell
5,962
-106
-2% -$19.4K 0.01% 252
2025
Q1 		$1.39M Hold
6,068
– – 0.02% 214
2024
Q4 		$1.38M Sell
6,068
-181
-3% -$41.8K 0.02% 218
2024
Q3 		$1.51M Buy
6,249
+1
+0% +$234 0.02% 219
2024
Q2 		$1.46M Sell
6,248
-200
-3% -$47.1K 0.02% 222
2024
Q1 		$1.6M Sell
6,448
-167
-3% -$40K 0.02% 216
2023
Q4 		$1.61M Sell
6,615
-100
-1% -$24.6K 0.02% 208
2023
Q3 		$1.74M Sell
6,715
-500
-7% -$135K 0.03% 201
2023
Q2 		$1.9M Buy
7,215
+408
+6% +$104K 0.03% 199
2023
Q1 		$1.69M Sell
6,807
-84
-1% -$20.6K 0.03% 221
2022
Q4 		$1.75M Sell
6,891
-14
-0.2% -$3.31K 0.03% 210
2022
Q3 		$1.54M Hold
6,905
– – 0.03% 225
2022
Q2 		$1.7M Buy
6,905
+1,203
+21% +$305K 0.03% 216
2022
Q1 		$1.48M Buy
5,702
+28
+0.5% +$7.21K 0.02% 222
2021
Q4 		$1.39M Hold
5,674
– – 0.02% 235
2021
Q3 		$1.36M Sell
5,674
-41
-0.7% -$10.1K 0.02% 224
2021
Q2 		$1.36M Sell
5,715
-551
-9% -$132K 0.02% 226
2021
Q1 		$1.49M Sell
6,266
-3,117
-33% -$762K 0.02% 213
2020
Q4 		$2.29M Sell
9,383
-845
-8% -$197K 0.04% 168
2020
Q3 		$2.32M Sell
10,228
-1,333
-12% -$328K 0.04% 155
2020
Q2 		$2.7M Hold
11,561
– – 0.06% 142
2020
Q1 		$2.59M Buy
11,561
+256
+2% +$63.2K 0.07% 126
2019
Q4 		$3M Buy
11,305
+1,745
+18% +$435K 0.06% 143
2019
Q3 		$2.36M Buy
+9,560
New +$2.36M 0.05% 157

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

Williams Jones Wealth Management's BDX Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Becton Dickinson (BDX) stake by 5.7% in Q1 2026, selling an estimated $51.4K and leaving 4,612 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #303.

Williams Jones Wealth Management first reported a position in BDX in Q3 2019 and has held it in 27 quarters since. The position peaked at $3M in Q4 2019. 1,466 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Williams Jones Wealth Management held 4,612 shares of Becton Dickinson worth $725K as of Q1 2026.
  • Williams Jones Wealth Management sold 280 Becton Dickinson shares in Q1 2026, an estimated $51.4K.
  • Becton Dickinson made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Williams Jones Wealth Management first reported a position in Becton Dickinson in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Becton Dickinson position peaked at $3M in Q4 2019.
  • 1,466 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.