Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
BDX holding history
Becton Dickinson & Co in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BDX overviewAll 13F holders of BDXFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,697
- Value
- $408.2K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,697 | $408.2K | <0.1% | −503−15.7% | Reduced | Holders |
| Q1 2026 | 3,200 | $503.1K | <0.1% | −12−0.4% | Reduced | Holders |
| Q4 2025 | 3,212 | $623.3K | <0.1% | +757+30.8% | Added | Holders |
| Q3 2025 | 2,455 | $459.5K | <0.1% | +367+17.6% | Added | Holders |
| Q2 2025 | 2,088 | $359.7K | <0.1% | −1,523−42.2% | Reduced | Holders |
| Q1 2025 | 3,611 | $827.1K | <0.1% | −521−12.6% | Reduced | Holders |
| Q4 2024 | 4,132 | $937.4K | <0.1% | +1,445+53.8% | Added | Holders |
| Q3 2024 | 2,687 | $647.9K | <0.1% | +37+1.4% | Added | Holders |
| Q2 2024 | 2,650 | $619.3K | <0.1% | +1,191+81.6% | Added | Holders |
| Q1 2024 | 1,459 | $361.0K | <0.1% | −304−17.2% | Reduced | Holders |
| Q4 2023 | 1,763 | $429.9K | <0.1% | +72+4.3% | Added | Holders |
| Q3 2023 | 1,691 | $437.1K | <0.1% | +39+2.4% | Added | Holders |
| Q2 2023 | 1,652 | $436.2K | <0.1% | +1,652 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −2,037−100.0% | Sold out | Holders |
| Q2 2022 | 2,037 | $502.2K | <0.1% | −82−3.9% | Reduced | Holders |
| Q1 2022 | 2,119 | $563.7K | <0.1% | +972+84.7% | Added | Holders |
| Q4 2021 | 1,147 | $288.4K | <0.1% | +26+2.3% | Added | Holders |
| Q3 2021 | 1,121 | $275.6K | <0.1% | +64+6.1% | Added | Holders |
| Q2 2021 | 1,057 | $257.1K | <0.1% | +1,057 | New | Holders |