Becton, Dickinson and Company
CH ˙ SWX ˙ US0758871091
SecurityCH:BDX / Becton, Dickinson and Company
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership4,513 shares
Latest Disclosed Value $ 709,700
AE Wealth Management LLC reports 54.08% increase in ownership of BDX / Becton, Dickinson and Company

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,513 shares of Becton, Dickinson and Company (CH:BDX) valued at $709,700 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,929 shares of Becton, Dickinson and Company. This represents a change in shares of 54.08% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F BECTON DICKINSON COM 075887109 4,513 1,584 54.08 710 24.82 0.0001
2026-01-26 2025-12-31 13F BECTON DICKINSON COM 075887109 2,929 -260 -8.15 568 -4.70 0.0033
2025-11-03 2025-09-30 13F BECTON DICKINSON COM 075887109 3,189 1,327 71.27 597 86.25 0.0038
2025-08-06 2025-06-30 13F BECTON DICKINSON COM 075887109 1,862 -178 -8.73 321 -31.48 0.0023
2025-05-06 2025-03-31 13F BECTON DICKINSON COM 075887109 2,040 -240 -10.53 467 -9.67 0.0039
2025-02-13 2024-12-31 13F BECTON DICKINSON COM 075887109 2,280 320 16.33 517 9.53 0.0044
2024-11-14 2024-09-30 13F BECTON DICKINSON COM 075887109 1,960 -522 -21.03 473 -18.62 0.0043
2024-08-12 2024-06-30 13F BECTON DICKINSON COM 075887109 2,482 660 36.22 580 28.89 0.0058
2024-05-15 2024-03-31 13F BECTON DICKINSON COM 075887109 1,822 -20,725 -91.92 451 -91.57 0.0051
2024-02-14 2023-12-31 13F BECTON DICKINSON COM 075887109 22,547 -9,676 -30.03 5,336 -35.95 0.0272
2023-10-11 2023-09-30 13F BECTON DICKINSON COM 075887109 32,223 10,020 45.13 8,331 42.13 0.0498
2023-07-10 2023-06-30 13F BECTON DICKINSON COM 075887109 22,203 2,940 15.26 5,862 22.92 0.0352
2023-04-14 2023-03-31 13F BECTON DICKINSON COM 075887109 19,263 1,576 8.91 4,768 6.03 0.0307
2023-01-31 2022-12-31 13F BECTON DICKINSON COM 075887109 17,687 5,865 49.61 4,498 70.73 0.0325
2022-10-25 2022-09-30 13F BECTON DICKINSON COM 075887109 11,822 -186 -1.55 2,634 -11.01 0.0209
2022-08-03 2022-06-30 13F BECTON DICKINSON COM 075887109 12,008 266 2.27 2,960 -5.22 0.0237
2022-04-18 2022-03-31 13F BECTON DICKINSON COM 075887109 11,742 -326 -2.70 3,123 2.90 0.0214
2022-01-20 2021-12-31 13F BECTON DICKINSON COM 075887109 12,068 903 8.09 3,035 10.56 0.0212
2021-11-01 2021-09-30 13F BECTON DICKINSON COM 075887109 11,165 941 9.20 2,745 10.42 0.0226
2021-07-21 2021-06-30 13F BECTON DICKINSON COM 075887109 10,224 1,140 12.55 2,486 12.54 0.0217
2021-04-27 2021-03-31 13F BECTON DICKINSON COM 075887109 9,084 808 9.76 2,209 6.66 0.0223
2021-02-01 2020-12-31 13F BECTON DICKINSON COM 075887109 8,276 852 11.48 2,071 19.85 0.0235
2020-11-06 2020-09-30 13F BECTON DICKINSON COM 075887109 7,424 824 12.48 1,728 9.44 0.0247
2020-08-05 2020-06-30 13F BECTON DICKINSON COM 075887109 6,600 891 15.61 1,579 20.35 0.0244
2020-05-07 2020-03-31 13F BECTON DICKINSON COM 075887109 5,709 163 2.94 1,312 -13.00 0.0302
2020-01-15 2019-12-31 13F BECTON DICKINSON COM 075887109 5,546 419 8.17 1,508 16.27 0.0327
2019-11-05 2019-09-30 13F BECTON DICKINSON COM 075887109 5,127 833 19.40 1,297 19.87 0.0375
2019-07-22 2019-06-30 13F BECTON DICKINSON COM 075887109 4,294 1,342 45.46 1,082 46.81 0.0325
2019-05-14 2019-03-31 13F BECTON DICKINSON COM 075887109 2,952 654 28.46 737 42.28 0.0512
2019-02-14 2018-12-31 13F BECTON DICKINSON COM 075887109 2,298 -197 -7.90 518 -20.43 0.0887
2018-11-13 2018-09-30 13F BECTON DICKINSON COM 075887109 2,495 585 30.63 651 42.14 0.0358
2018-08-14 2018-06-30 13F BECTON DICKINSON COM 075887109 1,910 367 23.78 458 37.13 0.0312
2018-05-14 2018-03-31 13F BECTON DICKINSON COM 075887109 1,543 115 8.05 334 9.15 0.0258
2018-02-06 2017-12-31 13F BECTON DICKINSON COM 075887109 1,428 302 26.82 306 38.46 0.0270
2017-11-08 2017-09-30 13F BECTON DICKINSON COM 075887109 1,126 16 1.44 221 1.84 0.0205
2017-08-11 2017-06-30 13F BECTON DICKINSON COM 075887109 1,110 1,110 217 0.0259
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.