Position in BDX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,002
-$4,356 QoQ
Shares Held
152
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,267
of 1,436 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $224,786 across 17 Medical Instruments & Supplies names. BDX ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
185 | $73,570 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
104 | $37,336 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
333 | $31,954 | |
| 4 | BDX |
Becton Dickinson & Co
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|
152 | $23,002 | |
| 5 | ALC |
Alcon Inc
|
204 | $13,688 | |
| 6 | COO |
Cooper Companies, Inc.
|
143 | $10,254 | |
| 7 | RMD |
Resmed Inc
|
46 | $8,964 | |
| 8 | SOLV |
Solventum Corp
|
101 | $7,792 |
All Filings in BDX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,002 | 152 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,358 | 174 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,393 | 136 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $31,631 | 169 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,167 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $29,319 | 128 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,579 | 29 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,715 | 32 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,245 | 31 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,433 | 26 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,120 | 21 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,721 | 26 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,768 | 37 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $14,495 | 57 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||