MONTAG A & ASSOCIATES INC

Position in BDX — Becton Dickinson & Co

CIK 829407 ATLANTA, GA

Position in BDX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$976,835

+$9,871 QoQ

Shares Held

6,455

+5.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#635

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $7,759,987 across 9 Medical Instruments & Supplies names. BDX ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	14,266	$5,673,302
2	BDX	Becton Dickinson & Co This page	6,455	$976,835
3	WST	West Pharmaceutical Services Inc	2,356	$845,804
4	ATR	Aptargroup, Inc.	981	$122,821
5	SOLV	Solventum Corp	1,499	$115,647
6	AVTR	Avantor, Inc.	1,900	$18,810
7	ALC	Alcon Inc	67	$4,495
8	RGEN	Repligen Corp	9	$1,227

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,835	6,455	+5.0%	Shares	Sole	2026-08-05
2026-03-31	$966,964	6,150	+11.3%	Shares	Sole	2026-04-29
2025-12-31	$1,072,237	5,525	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$1,041,975	5,567	0.0%	Shares	Sole	2025-11-12
2025-06-30	$958,915	5,567	-1.1%	Shares	Sole	2025-08-07
2025-03-31	$1,288,920	5,627	+0.4%	Shares	Sole	2025-05-05
2024-12-31	$1,270,925	5,602	-1.7%	Shares	Sole	2025-01-30
2024-09-30	$1,374,510	5,701	+12.5%	Shares	Sole	2024-11-05
2024-06-30	$1,184,676	5,069	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$1,250,612	5,054	-0.3%	Shares	Sole	2024-05-07
2023-12-31	$1,236,217	5,070	+3.3%	Shares	Sole	2024-02-07
2023-09-30	$1,269,382	4,910	-32.7%	Shares	Sole	2023-11-09
2023-06-30	$1,926,744	7,298	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,806,546	7,298	-0.1%	Shares	Sole	2023-05-11
2022-12-31	$1,856,898	7,302	-4.4%	Shares	Sole	2023-02-02
2022-09-30	$1,701,752	7,637	-2.2%	Shares	Sole	2022-11-09
2022-06-30	$1,925,892	7,812	-9.0%	Shares	Sole	2022-08-10
2022-03-31	$2,283,875	8,586	-29.3%	Shares	Sole	2022-05-02
2021-12-31	$3,051,960	12,136	-7.9%	Shares	Sole	2022-02-09
2021-09-30	$3,239,907	13,180	-3.6%	Shares	Sole	2021-11-08
2021-06-30	$3,324,893	13,672	-1.8%	Shares	Sole	2021-08-03
2021-03-31	$3,385,376	13,923	-2.7%	Shares	Sole	2021-05-14
2020-12-31	$3,580,897	14,311	-2.4%	Shares	Sole	2021-02-12
2020-09-30	$3,411,089	14,660	-5.4%	Shares	Sole	2020-11-12
2020-06-30	$3,708,924	15,501	-2.4%	Shares	Sole	2020-08-04
2020-03-31	$3,649,436	15,883	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.