BDX — Becton, Dickinson and Company COM

Ownership history in DELTA ASSET MANAGEMENT LLC/TN  ·  66 quarters on record

AI Ownership Summary

DELTA ASSET MANAGEMENT LLC/TN reported Becton, Dickinson and Company COM (BDX) in 66 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.03% in 2023 Q4. The latest visible filing shows BDX at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELTA ASSET MANAGEMENT LLC/TN's position in Becton, Dickinson and Company COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BDX was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BDX stock page DELTA ASSET MANAGEMENT LLC/TN fund profile DELTA ASSET MANAGEMENT LLC/TN full holdings
How DELTA ASSET MANAGEMENT LLC/TN held BDX — position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 119,509 -877 -0.7% 1.99% $23.2M 2026-02-14 (Est.) $174.77
2025 Q3 ADDED 120,386 +203 +0.2% 1.91% $22.5M 2025-11-04 $139.10
2025 Q2 ADDED 120,183 +38,141 +46.5% 1.80% $20.7M 2025-08-11 $148.75
2025 Q1 REDUCED 82,042 -1,310 -1.6% 1.78% $18.8M 2025-05-09 $128.44
2024 Q4 REDUCED 83,352 -1,316 -1.6% 1.69% $18.9M 2025-02-12 $172.69
2024 Q3 REDUCED 84,668 -1,260 -1.5% 1.76% $20.4M 2024-11-07 $172.83
2024 Q2 REDUCED 85,928 -1,121 -1.3% 1.82% $20.1M 2024-08-12 $177.45
2024 Q1 REDUCED 87,049 -306 -0.4% 1.91% $21.5M 2024-05-13 $178.88
2023 Q4 ADDED 87,355 +1,297 +1.5% 2.03% $21.3M 2024-02-09 $183.27
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BDX

As of 2026 Q1 — sorted by position size

AMI ASSET MANAGEMENT CORP 3Y 7Y 2.65% Banque de Luxembourg S.A. 2.64% Pacific Capital Partners Ltd 2.57% Old North State Wealth Management, LLC 2.32% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.16% Rempart Asset Management Inc. 3Y 1.92% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 1.75% CACTI ASSET MANAGEMENT LLC 3Y 7Y 1.72% DLK Investment Management, LLC 1.54% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 1.51%

FAQ About DELTA ASSET MANAGEMENT LLC/TN and BDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has DELTA ASSET MANAGEMENT LLC/TN reported owning BDX?

DELTA ASSET MANAGEMENT LLC/TN reported BDX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BDX position in DELTA ASSET MANAGEMENT LLC/TN's portfolio?

The largest reported portfolio weight for BDX was 2.03% in 2023 Q4.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2025 Q4, when DELTA ASSET MANAGEMENT LLC/TN reported 119,509 shares, equal to 1.99% of portfolio, with an estimated market value of $23.2M.

What does the chart on this BDX ownership page compare?

The chart compares DELTA ASSET MANAGEMENT LLC/TN's quarterly BDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to DELTA ASSET MANAGEMENT LLC/TN Holdings