Position in BDX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$709,565
+$262,698 QoQ
Shares Held
4,513
+54.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026AE Wealth Management LLC holds $31,294,210 across 8 Medical Instruments & Supplies names. BDX ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
151,735 | $19,121,617 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
21,044 | $9,701,038 | |
| 3 | BDX |
Becton Dickinson & Co
This page
|
4,513 | $709,565 | |
| 4 | ALGN |
Align Technology Inc
|
2,904 | $497,818 | |
| 5 | RMD |
Resmed Inc
|
2,003 | $449,628 | |
| 6 | SOLV |
Solventum Corp
|
4,448 | $290,449 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
1,142 | $286,216 | |
| 8 | BAX |
Baxter International Inc
|
14,160 | $237,879 |
All Filings in BDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,565 | 4,513 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $446,867 | 2,929 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $469,237 | 3,189 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $252,142 | 1,862 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $367,356 | 2,040 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $406,645 | 2,280 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $371,504 | 1,960 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $456,025 | 2,482 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $354,443 | 1,822 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,322,038 | 22,547 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,549,224 | 32,223 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,608,343 | 22,203 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $3,748,712 | 19,263 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,536,009 | 17,687 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,070,987 | 11,822 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,327,305 | 12,008 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,395,591 | 11,742 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,327,703 | 12,068 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,105,062 | 11,165 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,907,021 | 10,224 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,694,105 | 9,084 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,588,295 | 8,276 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,324,909 | 7,424 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,211,214 | 6,600 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,006,102 | 5,709 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||