BDX — BECTON DICKINSON & CO

Ownership history in Marks Wealth, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in BECTON DICKINSON & CO (BDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
20.37% (2023 Q3)
Avg. % of fund
1.51%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,725 +2 +0.1% 0.11% $335K $151.60
2025 Q3 ADDED 1,723 +2 +0.1% 0.10% $322K $145.42
2025 Q2 REDUCED 1,721 -355 -17.1% 0.10% $296K $133.11
2025 Q1 UNCHANGED 2,076 — 0% 0.17% $476K $175.94
2024 Q4 UNCHANGED 2,076 — 0% 0.23% $471K $173.47
2024 Q3 UNCHANGED 2,076 — 0% 0.21% $501K $183.48
2024 Q2 UNCHANGED 2,076 — 0% 0.21% $485K $177.13
2024 Q1 UNCHANGED 2,076 — 0% 0.19% $514K $186.80
2023 Q4 UNCHANGED 2,076 — 0% 0.27% $506K $183.33
2023 Q3 UNCHANGED 2,076 — 0% 20.37% $537K $193.59
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BDX price (monthly, adj. close)

Other funds also holding BDX

As of 2025 Q4 — sorted by position size

Longaeva Partners L.P. 16.28% Southpoint Capital Advisors LP 3Y 7Y 6.32% Brummer Multi-Strategy AB 6.07% SECTOR GAMMA AS 3Y 7Y 5.86% Veritas Asset Management LLP 3Y 7Y 5.71% First Pacific Advisors, LP 3Y 7Y 4.99% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 4.65% Longview Partners (Guernsey) LTD 3Y 7Y 4.38% First Eagle Investment Management, LLC 3Y 7Y 3.98% MANGROVE PARTNERS IM, LLC 3Y 7Y 3.91%
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