Becton, Dickinson and Company
CH ˙ SWX ˙ US0758871091
SecurityCH:BDX / Becton, Dickinson and Company
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership7,008 shares
Latest Disclosed Value $ 1,101,868
Evercore Wealth Management, LLC reports 175.69% increase in ownership of BDX / Becton, Dickinson and Company

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 7,008 shares of Becton, Dickinson and Company (CH:BDX) valued at $1,101,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,542 shares of Becton, Dickinson and Company. This represents a change in shares of 175.69% 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)
2026-05-15 2026-03-31 13F BECTON DICKINSON COM 075887109 7,008 4,466 175.69 1,102 123.33 0.0173
2026-02-17 2025-12-31 13F BECTON DICKINSON COM 075887109 2,542 0 0.00 493 3.79 0.0072
2025-11-14 2025-09-30 13F BECTON DICKINSON COM 075887109 2,542 -1,000 -28.23 476 -22.13 0.0070
2025-08-14 2025-06-30 13F BECTON DICKINSON COM 075887109 3,542 -166 -4.48 610 -28.15 0.0095
2025-05-15 2025-03-31 13F BECTON DICKINSON COM 075887109 3,708 0 0.00 849 0.95 0.0136
2025-02-14 2024-12-31 13F BECTON DICKINSON COM 075887109 3,708 -126 -3.29 841 -8.98 0.0126
2024-11-14 2024-09-30 13F BECTON DICKINSON COM 075887109 3,834 -210 -5.19 924 -2.22 0.0139
2024-08-14 2024-06-30 13F BECTON DICKINSON COM 075887109 4,044 0 0.00 945 -5.50 0.0149
2024-05-15 2024-03-31 13F BECTON DICKINSON COM 075887109 4,044 -16 -0.39 1,001 1.11 0.0157
2024-02-14 2023-12-31 13F BECTON DICKINSON COM 075887109 4,060 16 0.40 990 -5.36 0.0166
2023-11-14 2023-09-30 13F BECTON DICKINSON COM 075887109 4,044 0 0.00 1,045 -2.06 0.0196
2023-08-04 2023-06-30 13F BECTON DICKINSON COM 075887109 4,044 0 0.00 1,068 6.59 0.0196
2023-05-15 2023-03-31 13F BECTON DICKINSON COM 075887109 4,044 -21 -0.52 1,001 -3.10 0.0200
2023-02-14 2022-12-31 13F BECTON DICKINSON COM 075887109 4,065 21 0.52 1,034 14.52 0.0217
2022-11-14 2022-09-30 13F BECTON DICKINSON COM 075887109 4,044 -879 -17.85 902 -25.64 0.0203
2022-08-15 2022-06-30 13F BECTON DICKINSON COM 075887109 4,923 -1,224 -19.91 1,213 -25.86 0.0256
2022-05-16 2022-03-31 13F BECTON DICKINSON COM 075887109 6,147 -17 -0.28 1,636 5.55 0.0289
2022-02-14 2021-12-31 13F BECTON DICKINSON COM 075887109 6,164 -74 -1.19 1,550 1.11 0.0252
2021-11-15 2021-09-30 13F BECTON DICKINSON COM 075887109 6,238 -48 -0.76 1,533 0.33 0.0277
2021-08-16 2021-06-30 13F BECTON DICKINSON COM 075887109 6,286 -200 -3.08 1,528 -3.11 0.0280
2021-05-17 2021-03-31 13F BECTON DICKINSON COM 075887109 6,486 -104 -1.58 1,577 -4.37 0.0312
2021-02-16 2020-12-31 13F BECTON DICKINSON COM 075887109 6,590 1,579 31.51 1,649 41.42 0.0355
2020-11-16 2020-09-30 13F BECTON DICKINSON COM 075887109 5,011 62 1.25 1,166 -1.52 0.0285
2020-08-13 2020-06-30 13F BECTON DICKINSON COM 075887109 4,949 36 0.73 1,184 4.87 0.0316
2020-05-14 2020-03-31 13F BECTON DICKINSON COM 075887109 4,913 -146 -2.89 1,129 -17.95 0.0372
2020-02-13 2019-12-31 13F BECTON DICKINSON COM 075887109 5,059 -369 -6.80 1,376 0.22 0.0371
2019-11-14 2019-09-30 13F BECTON DICKINSON COM 075887109 5,428 388 7.70 1,373 8.11 0.0403
2019-08-13 2019-06-30 13F BECTON DICKINSON COM 075887109 5,040 -2,662 -34.56 1,270 -33.99 0.0386
2019-05-14 2019-03-31 13F BECTON DICKINSON COM 075887109 7,702 37 0.48 1,924 11.41 0.0620
2019-02-13 2018-12-31 13F BECTON DICKINSON COM 075887109 7,665 -22 -0.29 1,727 -13.91 0.0652
2018-11-13 2018-09-30 13F BECTON DICKINSON COM 075887109 7,687 50 0.65 2,006 9.68 0.0641
2018-08-14 2018-06-30 13F BECTON DICKINSON COM 075887109 7,637 45 0.59 1,829 11.19 0.0625
2018-05-14 2018-03-31 13F BECTON DICKINSON COM 075887109 7,592 -1,277 -14.40 1,645 -13.33 0.0628
2018-02-13 2017-12-31 13F BECTON DICKINSON COM 075887109 8,869 432 5.12 1,898 14.82 0.0706
2017-11-13 2017-09-30 13F BECTON DICKINSON COM 075887109 8,437 0 0.00 1,653 0.43 0.0644
2017-08-11 2017-06-30 13F BECTON DICKINSON COM 075887109 8,437 -315 -3.60 1,646 2.49 0.0636
2017-05-12 2017-03-31 13F BECTON DICKINSON COM 075887109 8,752 -320 -3.53 1,606 7.00 0.0628
2017-02-08 2016-12-31 13F BECTON DICKINSON COM 075887109 9,072 477 5.55 1,501 -2.85 0.0622
2016-11-10 2016-09-30 13F BECTON DICKINSON COM 075887109 8,595 -300 -3.37 1,545 2.45 0.0639
2016-09-20 2016-06-30 13F/A-1 BECTON DICKINSON COM 075887109 8,895 201 2.31 1,508 14.24 0.0666
2016-08-01 2016-06-30 13F BECTON DICKINSON COM 075887109 8,657 1,468
2016-05-02 2016-03-31 13F BECTON DICKINSON COM 075887109 8,694 -910 -9.48 1,320 -10.81 0.0583
2016-02-16 2015-12-31 13F BECTON DICKINSON COM 075887109 9,604 195 2.07 1,480 18.49 0.0687
2015-11-16 2015-09-30 13F BECTON DICKINSON COM 075887109 9,409 35 0.37 1,249 -5.95 0.0597
2015-08-06 2015-06-30 13F BECTON DICKINSON COM 075887109 9,374 0 0.00 1,328 -1.41 0.0599
2015-05-06 2015-03-31 13F BECTON DICKINSON COM 075887109 9,374 284 3.12 1,347 6.57 0.0618
2015-02-13 2014-12-31 13F BECTON DICKINSON COM 075887109 9,090 3,704 68.77 1,264 106.54 0.0630
2014-11-13 2014-09-30 13F BECTON DICKINSON COM 075887109 5,386 0 0.00 612 -3.92 0.0307
2014-08-14 2014-06-30 13F BECTON DICKINSON COM 075887109 5,386 1,126 26.43 637 27.91 0.0328
2014-05-15 2014-03-31 13F BECTON DICKINSON COM 075887109 4,260 0 0.00 498 5.73 0.0279
2014-02-11 2013-12-31 13F BECTON DICKINSON COM 075887109 4,260 -64 -1.48 471 8.78 0.0259
2013-11-13 2013-09-30 13F BECTON DICKINSON COM 075887109 4,324 434 11.16 433 12.47 0.0248
2013-08-14 2013-06-30 13F BECTON DICKINSON COM 075887109 3,890 3,890 385 0.0218
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.