PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in BDX — Becton Dickinson & Co
CIK 2145782
WALTHAM, MA
Position in BDX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,703
+$6,283 QoQ
Shares Held
454
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,196
of 1,430 holders
Holding Since
Jun 2025
5 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $584,364 across 5 Medical Instruments & Supplies names. BDX ranks #3 (11.8% of the industry book) .
All Filings in BDX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,703 | 454 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $62,420 | 397 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $76,269 | 393 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $73,183 | 391 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $67,005 | 389 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||