Caldwell Trust Co

Bank

Position in BDX — Becton Dickinson & Co

CIK 2080218 Venice, FL

Position in BDX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$467,761

-$73,110 QoQ

Shares Held

3,091

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#816

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caldwell Trust Co holds $1,342,973 across 6 Medical Instruments & Supplies names. BDX ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	2,050	$815,243
2	BDX	Becton Dickinson & Co This page	3,091	$467,761
3	SOLV	Solventum Corp	428	$33,020
4	BAX	Baxter International Inc	1,000	$21,320
5	RMD	Resmed Inc	22	$4,287
6	ALC	Alcon Inc	20	$1,342

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,761	3,091	-10.1%	Shares	Sole	2026-08-03
2026-03-31	$540,871	3,440	-9.1%	Shares	Sole	2026-04-22
2025-12-31	$734,555	3,785	-4.4%	Shares	Sole	2026-01-30
2025-09-30	$741,005	3,959	-14.3%	Shares	Sole	2025-10-23
2025-06-30	$795,622	4,619	+4.1%	Shares	Sole	2025-09-22
2025-03-31	$1,016,797	4,439	-2.0%	Shares	Sole	2025-09-23
2024-12-31	$1,027,494	4,529	-3.2%	Shares	Sole	2025-09-24
2024-09-30	$1,128,106	4,679	-8.6%	Shares	Sole	2025-09-24
2024-06-30	$1,195,894	5,117	+3.1%	Shares	Sole	2025-09-24
2024-03-31	$1,228,342	4,964	-6.3%	Shares	Sole	2025-09-24
2023-12-31	$1,291,810	5,298	-6.4%	Shares	Sole	2025-10-01
2023-09-30	$1,463,797	5,662	-2.8%	Shares	Sole	2025-10-01
2023-06-30	$1,538,122	5,826	-3.9%	Shares	Sole	2025-10-01
2023-03-31	$1,501,082	6,064	+0.1%	Shares	Sole	2025-10-01
2022-12-31	$1,539,786	6,055	-0.5%	Shares	Sole	2025-10-01
2022-09-30	$1,355,920	6,085	+1.7%	Shares	Sole	2025-10-01
2022-06-30	$1,475,482	5,985	-1.9%	Shares	Sole	2025-10-02
2022-03-31	$1,622,067	6,098	-2.6%	Shares	Sole	2025-10-02
2021-12-31	$1,574,515	6,261	-2.2%	Shares	Sole	2025-10-02
2021-09-30	$1,574,231	6,404	+14.2%	Shares	Sole	2025-10-02
2021-06-30	$1,363,809	5,608	-9.1%	Shares	Sole	2025-10-02
2021-03-31	$1,500,721	6,172	+1.3%	Shares	Sole	2025-10-02
2020-12-31	$1,524,590	6,093	+0.8%	Shares	Sole	2025-10-02
2020-09-30	$1,407,016	6,047	-6.4%	Shares	Sole	2025-10-02
2020-06-30	$1,545,684	6,460	-0.3%	Shares	Sole	2025-10-02
2020-03-31	$1,488,909	6,480	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.