Synergy Investment Management, LLC
Position in BDX — Becton Dickinson & Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in BDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,566
-$1,552 QoQ
Shares Held
50
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,342
of 1,430 holders
Holding Since
Dec 2024
3 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, 2026Synergy Investment Management, LLC holds $51,998 across 6 Medical Instruments & Supplies names. BDX ranks #2 (14.6% of the industry book) .
All Filings in BDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,566 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,118 | 58 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $3,403 | 15 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||