Becton, Dickinson and Company
CH ˙ SWX ˙ US0758871091
SecurityCH:BDX / Becton, Dickinson and Company
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership1,929 shares
Latest Disclosed Value $ 374,406
Formidable Asset Management, LLC reports 28.53% decrease in ownership of BDX / Becton, Dickinson and Company

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,929 shares of Becton, Dickinson and Company (CH:BDX) valued at $374,406 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,699 shares of Becton, Dickinson and Company. This represents a change in shares of -28.53% 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)
2026-04-22 2026-03-31 13F BECTON DICKINSON COM 075887109 1,929 -770 -28.53 374 -25.94 0.0578
2026-01-16 2025-12-31 13F BECTON DICKINSON COM 075887109 2,699 -85 -3.05 505 5.43 0.0735
2025-10-29 2025-09-30 13F BECTON DICKINSON COM 075887109 2,784 -3 -0.11 480 -24.92 0.0755
2025-07-16 2025-06-30 13F BECTON DICKINSON COM 075887109 2,787 0 0.00 638 0.00 0.1068
2025-05-05 2025-03-31 13F BECTON DICKINSON COM 075887109 2,787 -1 -0.04 638 0.95 0.1067
2025-02-19 2024-12-31 13F BECTON DICKINSON COM 075887109 2,788 -10 -0.36 633 -6.23 0.1039
2024-11-12 2024-09-30 13F BECTON DICKINSON COM 075887109 2,798 -77 -2.68 675 0.45 0.1078
2024-08-08 2024-06-30 13F BECTON DICKINSON COM 075887109 2,875 -6 -0.21 672 -5.76 0.1087
2024-05-15 2024-03-31 13F BECTON DICKINSON COM 075887109 2,881 28 0.98 713 2.45 0.1162
2024-02-07 2023-12-31 13F BECTON DICKINSON COM 075887109 2,853 0 0.00 696 -5.70 0.1445
2023-11-09 2023-09-30 13F BECTON DICKINSON COM 075887109 2,853 0 0.00 738 0.1634
2023-08-15 2023-06-30 13F BECTON DICKINSON & CO COM COM 075887109 2,853 0 0.00 1 0.1643
2023-05-09 2023-03-31 13F BECTON DICKINSON & CO COM COM 075887109 2,853 -10 -0.35 1 0.1490
2023-02-07 2022-12-31 13F BECTON DICKINSON & CO COM COM 075887109 2,863 0 0.00 1 -100.00 0.1645
2022-11-14 2022-09-30 13F BECTON DICKINSON COM 075887109 2,863 -3 -0.10 655 -5.76 0.1519
2022-08-18 2022-06-30 13F/A-1 BECTON DICKINSON COM 075887109 2,866 0 0.00 695 -8.79 0.1565
2022-08-16 2022-06-30 13F BECTON DICKINSON COM 075887109 2,866 0 695 0.1614
2022-05-04 2022-03-31 13F BECTON DICKINSON COM 075887109 2,866 0 0.00 762 5.69 0.1461
2022-02-07 2021-12-31 13F BECTON DICKINSON & CO COM COM 075887109 2,866 -4 -0.14 721 2.12 0.1384
2021-11-10 2021-09-30 13F BECTON DICKINSON & CO COM COM 075887109 2,870 0 0.00 706 0.00 0.1326
2021-08-16 2021-06-30 13F/A-2 BECTON DICKINSON & CO COM Common Stock 075887109 2,870 0 0.00 706 1.15 0.1516
2021-08-06 2021-06-30 13F BECTON DICKINSON & CO COM COM 075887109 77 -2,793 414 0.0975
2021-05-12 2021-03-31 13F BECTON DICKINSON & CO COM COM 075887109 2,870 10 0.35 698 -2.51 0.1517
2021-01-29 2020-12-31 13F BECTON DICKINSON & CO COM COM 075887109 2,860 0 0.00 716 7.67 0.1659
2020-12-14 2020-09-30 13F/A-1 BECTON DICKINSON Equity 075887109 2,860 -29 -1.00 665 -9.52 0.1938
2020-11-13 2020-09-30 13F BECTON DICKINSON & CO COM COM 075887109 2,860 -29 666 181,410.0958
2020-08-13 2020-06-30 13F BECTON DICKINSON Equity 075887109 2,889 439 17.92 735 30.55 0.2168
2020-06-01 2020-03-31 13F BECTON DICKINSON Common 075887109 2,450 0 0.00 563 -16.59 0.2217
2020-02-13 2019-12-31 13F BECTON DICKINSON & CO COM COM 075887109 2,450 1,601 188.57 675 213.95 0.2128
2019-11-08 2019-09-30 13F BECTON DICKINSON & CO COM COM 075887109 849 -835 -49.58 215 -49.41 0.1990
2019-10-15 2019-06-30 13F BECTON DICKINSON & CO COM COM 075887109 1,684 -408 -19.50 425 3.91 0.1462
2019-10-15 2019-03-31 13F BECTON DICKINSON & CO COM COM 075887109 2,092 2,092 409 0.1607
2018-02-13 2017-12-31 13F BECTON DICKINSON Common 075887109 0 -1,647 -100.00 0 -100.00
2017-11-13 2017-09-30 13F BECTON DICKINSON Common 075887109 1,647 -20 -1.20 323 -0.62 0.1363
2017-08-11 2017-06-30 13F BECTON DICKINSON Common 075887109 1,667 -13 -0.77 325 5.86 0.1603
2017-05-12 2017-03-31 13F BECTON DICKINSON Common 075887109 1,680 0 0.00 307 10.43 0.1339
2017-02-08 2016-12-31 13F BECTON DICKINSON Common 075887109 1,680 -16 -0.94 278 -8.85 0.1404
2016-11-14 2016-09-30 13F BECTON DICKINSON Common 075887109 1,696 10 0.59 305 6.64 0.1516
2016-08-12 2016-06-30 13F BECTON DICKINSON Common 075887109 1,686 286 20.43 286 27.68 0.1592
2016-05-10 2016-03-31 13F BECTON DICKINSON COM 075887109 1,400 -93 -6.23 224 2.28 0.1574
2016-02-02 2015-12-31 13F BECTON DICKINSON COM 075887109 1,493 27 1.84 219 12.89 0.1517
2015-11-12 2015-09-30 13F BECTON DICKINSON COM 075887109 1,466 -684 -31.81 194 -36.39 0.1295
2015-08-14 2015-06-30 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 305 2.01 0.1945
2015-05-14 2015-03-31 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 299 0.00 0.1967
2015-02-27 2014-12-31 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 299 9.12 0.2042
2014-11-14 2014-09-30 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 274 7.87 0.1811
2014-08-21 2014-06-30 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 254 4.53 0.1534
2014-05-15 2014-03-31 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 243 2.53 0.1697
2014-02-18 2013-12-31 13F BECTON DICKINSON COM 075887109 2,150 0 0.00 237 9.72 0.1595
2013-11-26 2013-09-30 13F BECTON DICKINSON COM 075887109 2,150 2,150 216 0.1866
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.