Larry Mathis Financial Planning, LLC
Position in BDX — Becton Dickinson & Co
CIK 2118274
PHOENIX, AZ
Position in BDX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$271,334
+$49,169 QoQ
Shares Held
1,793
+26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#994
of 1,430 holders
Holding Since
Dec 2025
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, 2026Larry Mathis Financial Planning, LLC holds $638,202 across 2 Medical Instruments & Supplies names. BDX ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COO |
Cooper Companies, Inc.
|
5,116 | $366,868 | |
| 2 | BDX |
Becton Dickinson & Co
This page
|
1,793 | $271,334 |
All Filings in BDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,334 | 1,793 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $222,165 | 1,413 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $281,013 | 1,448 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||