Slocum, Gordon & Co LLP BDX BECTON DICKINSON & CO

Ownership history in Slocum, Gordon & Co LLP  ·  3 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported BECTON DICKINSON & CO (BDX) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows BDX at 0.94% 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.

What this BDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP's position in BECTON DICKINSON & CO, 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
2026 Q2

BDX was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How Slocum, Gordon & Co LLP 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 9,306 -724 -7.2% 0.94% $1.4M 2026-07-23 $152.97
2026 Q1 ADDED 10,030 +55 +0.6% 1.07% $1.6M 2026-04-15 $154.43
2025 Q4 INITIATED 9,975 1.40% $1.9M 2026-01-26 $157.79

FAQ About Slocum, Gordon & Co LLP and BDX

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

How long has Slocum, Gordon & Co LLP reported owning BDX?

Slocum, Gordon & Co LLP reported BDX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BDX position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for BDX was 1.40% in 2025 Q4.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2026 Q2, when Slocum, Gordon & Co LLP reported 9,306 shares, equal to 0.94% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BDX ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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.

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