Becton, Dickinson and Company
CH ˙ SWX ˙ US0758871091
SecurityCH:BDX / Becton, Dickinson and Company
InstitutionBSW Wealth Partners
Latest Disclosed Ownership2,078 shares
Latest Disclosed Value $ 326,724
BSW Wealth Partners reports 55.54% increase in ownership of BDX / Becton, Dickinson and Company

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 2,078 shares of Becton, Dickinson and Company (CH:BDX) valued at $326,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,336 shares of Becton, Dickinson and Company. This represents a change in shares of 55.54% 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.

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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)
2026-04-14 2026-03-31 13F BECTON DICKINSON COM 075887109 2,078 742 55.54 327 25.87 0.0399
2026-01-23 2025-12-31 13F BECTON DICKINSON COM 075887109 1,336 -483 -26.55 259 -23.82 0.0311
2025-10-15 2025-09-30 13F BECTON DICKINSON COM 075887109 1,819 1,819 340 0.0424
2025-04-24 2025-03-31 13F BECTON DICKINSON COM 075887109 0 -1,232 -100.00 0 -100.00
2025-01-22 2024-12-31 13F BECTON DICKINSON COM 075887109 1,232 -578 -31.93 279 -36.01 0.0410
2024-10-29 2024-09-30 13F BECTON DICKINSON COM 075887109 1,810 398 28.19 436 32.12 0.0655
2024-07-16 2024-06-30 13F BECTON DICKINSON COM 075887109 1,412 86 6.49 330 0.61 0.0542
2024-04-23 2024-03-31 13F BECTON DICKINSON COM 075887109 1,326 397 42.73 328 45.13 0.0556
2024-01-25 2023-12-31 13F BECTON DICKINSON COM 075887109 929 -283 -23.35 227 -27.80 0.0449
2023-10-27 2023-09-30 13F BECTON DICKINSON &CO COM 075887109 1,212 290 31.45 313 28.81 0.0697
2023-08-11 2023-06-30 13F BECTON DICKINSON COM 075887109 922 -10 -1.07 243 5.65 0.0508
2023-05-15 2023-03-31 13F BECTON DICKINSON &CO COM 075887109 932 -1,891 -66.99 231 0.0472
2023-02-14 2022-12-31 13F BECTON DICKINSON &CO COM 075887109 2,823 838 42.22 1 -100.00 0.1542
2022-11-14 2022-09-30 13F BECTON DICKINSON &CO COM 075887109 1,985 196 10.96 442 0.23 0.1086
2022-08-15 2022-06-30 13F BECTON DICKINSON &CO COM 075887109 1,789 502 39.01 441 28.95 0.1057
2022-05-16 2022-03-31 13F BECTON DICKINSON &CO COM 075887109 1,287 -474 -26.92 342 -22.80 0.0865
2022-02-14 2021-12-31 13F BECTON DICKINSON &CO COM 075887109 1,761 113 6.86 443 9.38 0.1112
2021-11-15 2021-09-30 13F BECTON DICKINSON &CO COM 075887109 1,648 155 10.38 405 11.57 0.1132
2021-08-16 2021-06-30 13F BECTON DICKINSON &CO COM 075887109 1,493 -121 -7.50 363 -7.40 0.0998
2021-05-17 2021-03-31 13F BECTON DICKINSON &CO COM 075887109 1,614 1,614 392 0.1133
2020-11-13 2020-09-30 13F BECTON DICKINSON COM 075887109 0 -1,153 -100.00 0 -100.00
2020-08-13 2020-06-30 13F BECTON DICKINSON COM 075887109 1,153 1,153 275 0.0921
2020-05-14 2020-03-31 13F BECTON DICKINSON &CO COM 075887109 0 -1,190 -100.00 0 -100.00
2020-02-18 2019-12-31 13F BECTON DICKINSON &CO COM 075887109 1,190 1,190 324 0.1104
2019-02-13 2018-12-31 13F BECTON DICKINSON & CO COM COM 075887109 0 -1,235 -100.00 0 -100.00
2018-11-09 2018-09-30 13F BECTON DICKINSON & CO COM COM 075887109 1,235 1,235 322 0.1227
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.