벡턴, 디킨슨 앤 컴퍼니
MX ˙ BMV ˙ US0758871091
SecurityMX:BDX / Becton, Dickinson and Company
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership114 shares
Latest Disclosed Value $ 17,864
Heritage Wealth Advisors reports 57.30% decrease in ownership of BDX / Becton, Dickinson and Company

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 114 shares of Becton, Dickinson and Company (MX:BDX) valued at $17,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 267 shares of Becton, Dickinson and Company. This represents a change in shares of -57.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Becton Dickinson COM 075887109 114 -153 -57.30 18 -66.67 0.0007
2026-02-13 2025-12-31 13F Becton Dickinson COM 075887109 267 0 0.00 52 4.08 0.0020
2025-11-13 2025-09-30 13F Becton Dickinson COM 075887109 267 -50 -15.77 50 -9.26 0.0022
2025-08-11 2025-06-30 13F Becton Dickinson COM 075887109 317 0 0.00 55 -25.00 0.0026
2025-05-08 2025-03-31 13F Becton Dickinson COM 075887109 317 -90 -22.11 73 -21.74 0.0037
2025-02-12 2024-12-31 13F Becton Dickinson COM 075887109 407 0 0.00 92 -6.12 0.0046
2024-11-12 2024-09-30 13F Becton Dickinson COM 075887109 407 0 0.00 98 3.16 0.0046
2024-12-12 2024-06-30 13F/A-1 Becton Dickinson COM 075887109 407 0 0.00 95 -5.00 0.0043
2024-08-06 2024-06-30 13F Becton Dickinson COM 075887109 407 0 95 0.0043
2024-12-12 2024-03-31 13F/A-1 Becton Dickinson COM 075887109 407 -400 -49.57 101 -48.98 0.0046
2024-05-08 2024-03-31 13F Becton Dickinson COM 075887109 407 -400 101 0.0046
2024-12-12 2023-12-31 13F/A-1 Becton Dickinson COM 075887109 807 0 0.00 197 -5.77 0.0098
2024-02-12 2023-12-31 13F Becton Dickinson COM 075887109 833 26 203 0.0101
2024-12-12 2023-09-30 13F/A-1 Becton Dickinson COM 075887109 807 0 0.00 209 -1.89 0.0114
2023-11-09 2023-09-30 13F Becton Dickinson COM 075887109 807 0 209 0.0114
2024-12-12 2023-06-30 13F/A-1 Becton Dickinson COM 075887109 807 0 0.00 213 6.53 0.0113
2023-08-09 2023-06-30 13F Becton Dickinson COM 075887109 807 0 213 0.0113
2023-05-04 2023-03-31 13F Becton Dickinson COM 075887109 807 0 0.00 200 -2.93 0.0111
2024-12-12 2022-12-31 13F/A-1 Becton Dickinson COM 075887109 807 0 0.00 205 14.53 0.0119
2023-02-07 2022-12-31 13F Becton Dickinson COM 075887109 807 0 205 0.0119
2024-12-12 2022-09-30 13F/A-1 Becton Dickinson COM 075887109 807 0 0.00 180 0.0130
2022-11-10 2022-09-30 13F Becton Dickinson COM 075887109 807 0 0 0.0131
2022-08-04 2022-06-30 13F Becton Dickinson COM 075887109 807 705 691.18 0 0.0138
2022-05-11 2022-03-31 13F Becton Dickinson COM 075887109 102 0 0.00 0 0.0015
2022-03-28 2021-12-31 13F/A-1 Becton Dickinson COM 075887109 102 0 0.00 0 -100.00 0.0014
2022-02-02 2021-12-31 13F Becton Dickinson COM 075887109 102 0 26 0.0014
2021-11-02 2021-09-30 13F Becton Dickinson COM 075887109 102 0 0.00 25 0.00 0.0015
2021-08-09 2021-06-30 13F/A-1 Becton Dickinson COM 075887109 102 0 0.00 25 0.00 0.0015
2021-07-27 2021-06-30 13F Becton Dickinson COM 075887109 102 0 25 0.0016
2021-04-27 2021-03-31 13F Becton Dickinson COM 075887109 102 0 0.00 25 -4.00 0.0015
2021-02-01 2020-12-31 13F Becton Dickinson COM 075887109 102 0 0.00 25 8.70 0.0016
2020-11-03 2020-09-30 13F Becton Dickinson COM 075887109 102 0 0.00 24 -4.17 0.0031
2020-07-17 2020-06-30 13F/A-1 Becton Dickinson COM 075887109 102 0 0.00 24 4.35 0.0034
2020-07-17 2020-06-30 13F Becton Dickinson COM 075887109 20,731 20,629 24 3,358.5457
2020-05-05 2020-03-31 13F Becton Dickinson COM 075887109 102 -6 -5.56 23 -20.69 0.0042
2020-02-04 2019-12-31 13F Becton Dickinson COM 075887109 108 7 6.93 29 16.00 0.0039
2019-10-30 2019-09-30 13F Becton Dickinson COM 075887109 101 -1 -0.98 25 0.00 0.0037
2019-08-05 2019-06-30 13F Becton Dickinson COM 075887109 102 0 0.00 26 0.00 0.0039
2019-05-06 2019-03-31 13F Becton Dickinson COM 075887109 102 1 0.99 25 13.64 0.0042
2019-01-26 2018-12-31 13F Becton Dickinson COM 075887109 101 0 0.00 22 -15.38 0.0043
2018-11-14 2018-09-30 13F Becton Dickinson COM 075887109 101 101 26 0.0051
2016-10-28 2016-09-30 13F BECTON DICKINSON COM 075887109 0 -2,470 -100.00 0 -100.00
2016-08-04 2016-06-30 13F BECTON DICKINSON COM 075887109 2,470 0 0.00 419 11.73 0.2829
2016-05-02 2016-03-31 13F BECTON DICKINSON COM 075887109 2,470 0 0.00 375 -1.06 0.2939
2016-02-02 2015-12-31 13F BECTON DICKINSON COM 075887109 2,470 0 0.00 379 15.55 0.3194
2015-10-22 2015-09-30 13F BECTON DICKINSON COM 075887109 2,470 0 0.00 328 -6.29 0.2819
2015-08-06 2015-06-30 13F BECTON DICKINSON COM 075887109 2,470 0 0.00 350 -1.13 0.2905
2015-05-06 2015-03-31 13F BECTON DICKINSON COM 075887109 2,470 120 5.11 354 8.59 0.2920
2015-02-10 2014-12-31 13F BECTON DICKINSON COM 075887109 2,350 2,350 326 0.2912
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.