Becton, Dickinson and Company
CH ˙ SWX ˙ US0758871091
SecurityCH:BDX / Becton, Dickinson and Company
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership5,317 shares
Latest Disclosed Value $ 836,067
Independent Advisor Alliance reports 7.99% decrease in ownership of BDX / Becton, Dickinson and Company

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 5,317 shares of Becton, Dickinson and Company (CH:BDX) valued at $836,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,779 shares of Becton, Dickinson and Company. This represents a change in shares of -7.99% 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)
2026-05-12 2026-03-31 13F BECTON DICKINSON COM 075887109 5,317 -462 -7.99 836 -25.42 0.0051
2026-02-04 2025-12-31 13F BECTON DICKINSON COM 075887109 5,779 -477 -7.62 1,122 -4.27 0.0272
2025-11-04 2025-09-30 13F BECTON DICKINSON COM 075887109 6,256 -1,746 -21.82 1,171 -15.02 0.0304
2025-08-11 2025-06-30 13F BECTON DICKINSON COM 075887109 8,002 -1,602 -16.68 1,378 -37.34 0.0397
2025-05-12 2025-03-31 13F BECTON DICKINSON COM 075887109 9,604 -744 -7.19 2,200 -6.31 0.0726
2025-02-07 2024-12-31 13F BECTON DICKINSON COM 075887109 10,348 926 9.83 2,348 3.35 0.0311
2024-11-13 2024-09-30 13F BECTON DICKINSON COM 075887109 9,422 760 8.77 2,272 12.20 0.0827
2024-08-12 2024-06-30 13F BECTON DICKINSON COM 075887109 8,662 819 10.44 2,024 4.33 0.0693
2024-05-08 2024-03-31 13F BECTON DICKINSON COM 075887109 7,843 -690 -8.09 1,941 -6.73 0.0701
2024-02-08 2023-12-31 13F BECTON DICKINSON COM 075887109 8,533 -2,780 -24.57 2,081 -28.86 0.0749
2023-10-24 2023-09-30 13F BECTON DICKINSON COM 075887109 11,313 411 3.77 2,925 1.60 0.1323
2023-07-28 2023-06-30 13F BECTON DICKINSON COM 075887109 10,902 -290 -2.59 2,878 3.90 0.1268
2023-05-12 2023-03-31 13F BECTON DICKINSON COM 075887109 11,192 423 3.93 2,770 10,159.26 0.1336
2023-02-13 2022-12-31 13F BECTON DICKINSON COM 075887109 10,769 173 1.63 27 -98.86 0.0009
2022-11-04 2022-09-30 13F BECTON DICKINSON COM 075887109 10,596 1,746 19.73 2,361 8.20 0.1377
2022-08-04 2022-06-30 13F BECTON DICKINSON COM 075887109 8,850 1,611 22.25 2,182 13.29 0.1218
2022-05-06 2022-03-31 13F BECTON DICKINSON COM 075887109 7,239 -562 -7.20 1,926 -1.83 0.0927
2022-02-11 2021-12-31 13F BECTON DICKINSON COM 075887109 7,801 1,425 22.35 1,962 25.21 0.0968
2021-11-01 2021-09-30 13F BECTON DICKINSON COM 075887109 6,376 982 18.21 1,567 19.44 0.0871
2021-08-12 2021-06-30 13F BECTON DICKINSON COM 075887109 5,394 1,985 58.23 1,312 58.26 0.0719
2021-05-14 2021-03-31 13F BECTON DICKINSON COM 075887109 3,409 605 21.58 829 18.09 0.0492
2021-02-11 2020-12-31 13F BECTON DICKINSON COM 075887109 2,804 427 17.96 702 26.94 0.0476
2020-11-04 2020-09-30 13F BECTON DICKINSON COM 075887109 2,377 66 2.86 553 0.00 0.0420
2020-08-06 2020-06-30 13F BECTON DICKINSON COM 075887109 2,311 305 15.20 553 19.96 0.0592
2020-05-14 2020-03-31 13F BECTON DICKINSON COM 075887109 2,006 -717 -26.33 461 -37.79 0.0671
2020-02-07 2019-12-31 13F BECTON DICKINSON COM 075887109 2,723 -134 -4.69 741 2.49 0.0323
2019-11-12 2019-09-30 13F BECTON DICKINSON COM 075887109 2,857 272 10.52 723 11.06 0.0883
2019-08-12 2019-06-30 13F BECTON DICKINSON COM 075887109 2,585 376 17.02 651 17.93 0.0942
2019-05-07 2019-03-31 13F BECTON DICKINSON COM 075887109 2,209 -71 -3.11 552 7.39 0.0776
2019-02-12 2018-12-31 13F BECTON DICKINSON COM 075887109 2,280 1,196 110.33 514 104.78 0.0910
2018-11-13 2018-09-30 13F BECTON DICKINSON COM 075887109 1,084 1,084 251 0.0452
2017-05-09 2017-03-31 13F BECTON DICKINSON Common Stock 075887109 0 -184 -100.00 0 -100.00
2017-02-15 2016-12-31 13F BECTON DICKINSON Common Stock 075887109 184 184 32 0.0123
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.