Summit Financial, LLC

Position in BDX — Becton Dickinson & Co

CIK 1765536 PARSIPPANY, NJ

Position in BDX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$408,137

-$94,999 QoQ

Shares Held

2,697

-15.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#854

of 1,430 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial, LLC holds $8,830,179 across 4 Medical Instruments & Supplies names. BDX ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WST	West Pharmaceutical Services Inc	12,937	$4,644,383
2	ISRG	Intuitive Surgical Inc	8,830	$3,511,514
3	BDX	Becton Dickinson & Co This page	2,697	$408,137
4	ALGN	Align Technology Inc	1,578	$266,145

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,137	2,697	-15.7%	Shares	Sole	2026-08-12
2026-03-31	$503,136	3,200	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$623,353	3,212	+30.8%	Shares	Sole	2026-02-13
2025-09-30	$459,502	2,455	+17.6%	Shares	Sole	2025-11-14
2025-06-30	$359,658	2,088	-42.2%	Shares	Sole	2025-08-13
2025-03-31	$827,135	3,611	-12.6%	Shares	Sole	2025-05-14
2024-12-31	$937,426	4,132	+53.8%	Shares	Sole	2025-02-12
2024-09-30	$647,835	2,687	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$619,331	2,650	+81.6%	Shares	Sole	2024-07-31
2024-03-31	$361,029	1,459	-17.2%	Shares	Sole	2024-04-24
2023-12-31	$429,872	1,763	+4.3%	Shares	Sole	2024-02-06
2023-09-30	$437,174	1,691	+2.4%	Shares	Sole	2023-11-07
2023-06-30	$436,144	1,652	-18.9%	Shares	Sole	2023-08-11
2022-06-30	$502,181	2,037	-3.9%	Shares	Sole	2022-08-12
2022-03-31	$563,653	2,119	+84.7%	Shares	Sole	2022-05-10
2021-12-31	$288,447	1,147	+2.3%	Shares	Sole	2022-02-07
2021-09-30	$275,564	1,121	+6.1%	Shares	Sole	2021-11-08
2021-06-30	$257,051	1,057	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.