Becton, Dickinson and Company
CH ˙ SWX ˙ US0758871091
SecurityCH:BDX / Becton, Dickinson and Company
InstitutionWealth Alliance
Latest Disclosed Ownership2,201 shares
Latest Disclosed Value $ 346,140
Wealth Alliance reports 2.32% increase in ownership of BDX / Becton, Dickinson and Company

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 2,201 shares of Becton, Dickinson and Company (CH:BDX) valued at $346,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,151 shares of Becton, Dickinson and Company. This represents a change in shares of 2.32% 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)
2026-05-14 2026-03-31 13F BECTON DICKINSON COM 075887109 2,201 50 2.32 346 -17.03 0.0342
2026-02-13 2025-12-31 13F BECTON DICKINSON COM 075887109 2,151 409 23.48 417 27.91 0.0409
2025-11-07 2025-09-30 13F BECTON DICKINSON COM 075887109 1,742 -225 -11.44 326 -3.55 0.0335
2025-08-08 2025-06-30 13F BECTON DICKINSON COM 075887109 1,967 238 13.77 339 -14.65 0.0378
2025-05-05 2025-03-31 13F BECTON DICKINSON COM 075887109 1,729 246 16.59 396 17.86 0.0479
2025-02-03 2024-12-31 13F BECTON DICKINSON COM 075887109 1,483 193 14.96 337 8.04 0.0402
2024-11-04 2024-09-30 13F BECTON DICKINSON COM 075887109 1,290 147 12.86 311 16.48 0.0372
2024-08-09 2024-06-30 13F BECTON DICKINSON COM 075887109 1,143 4 0.35 267 -4.98 0.0345
2024-05-10 2024-03-31 13F BECTON DICKINSON COM 075887109 1,139 -122 -9.67 282 -8.47 0.0370
2024-01-30 2023-12-31 13F BECTON DICKINSON COM 075887109 1,261 33 2.69 307 -3.15 0.0431
2023-11-09 2023-09-30 13F BECTON DICKINSON COM 075887109 1,228 -74 -5.68 318 -7.58 0.0501
2023-08-02 2023-06-30 13F BECTON DICKINSON COM 075887109 1,302 -7 -0.53 344 6.19 0.0514
2023-05-11 2023-03-31 13F BECTON DICKINSON COM 075887109 1,309 65 5.23 324 2.22 0.0525
2023-02-13 2022-12-31 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,244 93 8.08 316 22.96 0.0562
2022-11-14 2022-09-30 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,151 -77 -6.27 257 -15.18 0.0507
2022-10-11 2022-06-30 13F/A-1 BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,228 166 15.63 303 7.45 0.0581
2022-08-15 2022-06-30 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,122 60 277 0.0337
2022-05-10 2022-03-31 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,062 60 5.99 282 11.90 0.0402
2022-02-14 2021-12-31 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,002 1 0.10 252 2.44 0.0507
2021-11-12 2021-09-30 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,001 -266 -20.99 246 -20.13 0.0552
2021-08-16 2021-06-30 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,267 -284 -18.31 308 -18.30 0.0725
2021-05-18 2021-03-31 13F BECTON DICKINSON &CO COM USD1.00 Stock 075887109 1,551 -241 -13.45 377 -15.85 0.1056
2021-02-11 2020-12-31 13F BECTON DICKINSON & CO COM Stock 075887109 1,792 -83 -4.43 448 2.75 0.1320
2020-12-01 2020-09-30 13F/A-1 BECTON DICKINSON & CO COM Stock 075887109 1,875 -358 -16.03 436 -18.35 0.1567
2020-11-13 2020-09-30 13F BECTON DICKINSON & CO COM Stock 075887109 1,875 -358 436 128,243.2150
2020-08-14 2020-06-30 13F BECTON DICKINSON & CO COM Stock 075887109 2,233 -1,237 -35.65 534 -33.00 0.2110
2020-05-15 2020-03-31 13F BECTON DICKINSON & CO COM Stock 075887109 3,470 3,470 797 0.4298
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.