Position in BDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$226,995
+$22,439 QoQ
Shares Held
1,500
+15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,062
of 1,435 holders
Holding Since
Mar 2022
6 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, 2026Lifeworks Advisors, LLC holds $1,462,586 across 2 Medical Instruments & Supplies names. BDX ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,107 | $1,235,591 | |
| 2 | BDX |
Becton Dickinson & Co
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|
1,500 | $226,995 |
All Filings in BDX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,995 | 1,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $204,556 | 1,301 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $203,579 | 1,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $200,084 | 1,069 | Shares | Sole | 2025-11-12 | |
| 2022-06-30 | $200,921 | 815 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $216,789 | 815 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||