Position in BDX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,396,902
-$2,085,318 QoQ
Shares Held
40,685
-26.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,417,190 across 37 Medical Instruments & Supplies names. BDX ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
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|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in BDX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,396,902 | 40,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,482,220 | 43,707 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,150,828 | 38,205 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,892,161 | 22,596 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,756,965 | 12,036 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,812,960 | 12,399 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,161,461 | 8,965 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,081,888 | 8,908 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,921,449 | 7,765 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,536,860 | 6,303 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,617,622 | 6,257 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,406,909 | 5,329 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,179,032 | 4,763 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $902,256 | 3,548 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $987,582 | 4,432 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $975,272 | 3,956 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $812,629 | 3,055 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $566,332 | 2,252 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $359,434 | 1,478 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $359,375 | 1,478 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $369,825 | 1,478 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $343,901 | 1,478 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $353,641 | 1,478 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $339,600 | 1,478 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||