Position in BDX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$32,384
-$3,464 QoQ
Shares Held
214
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,243
of 1,430 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $186,809 across 6 Medical Instruments & Supplies names. BDX ranks #2 (17.3% of the industry book) .
All Filings in BDX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,384 | 214 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $35,848 | 228 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $44,247 | 228 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $42,487 | 227 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,100 | 227 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $51,996 | 227 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $51,499 | 227 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||