Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BDX holding history

Becton Dickinson & Co in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BDX overview All 13F holders of BDX Full Q2 2026 holdings

Shares (Q2 2026): 15,443
Value: $2.34M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BDX by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,443	$2.34M	0.2%	−40,003−72.1%	Reduced	Holders
Q1 2026	55,446	$8.72M	0.8%	+9,363+20.3%	Added	Holders
Q4 2025	46,083	$8.94M	0.9%	−8,841−16.1%	Reduced	Holders
Q3 2025	54,924	$10.3M	1.0%	−2,193−3.8%	Reduced	Holders
Q2 2025	57,117	$9.84M	0.9%	+13,988+32.4%	Added	Holders
Q1 2025	43,129	$9.88M	1.0%	+6,823+18.8%	Added	Holders
Q4 2024	36,306	$8.24M	0.8%	+3,700+11.3%	Added	Holders
Q3 2024	32,606	$7.86M	0.8%	+1,161+3.7%	Added	Holders
Q2 2024	31,445	$7.35M	0.8%	+4,596+17.1%	Added	Holders
Q1 2024	26,849	$6.64M	0.7%	+453+1.7%	Added	Holders
Q4 2023	26,396	$6.44M	0.7%	+334+1.3%	Added	Holders
Q3 2023	26,062	$6.74M	0.8%	+114+0.4%	Added	Holders
Q2 2023	25,948	$6.85M	0.8%	+477+1.9%	Added	Holders
Q1 2023	25,471	$6.31M	0.8%	+339+1.3%	Added	Holders
Q4 2022	25,132	$6.39M	0.9%	+361+1.5%	Added	Holders
Q3 2022	24,771	$5.52M	0.8%	+669+2.8%	Added	Holders
Q2 2022	24,102	$5.94M	0.9%	−930−3.7%	Reduced	Holders
Q1 2022	25,032	$6.66M	0.8%	+2,196+9.6%	Added	Holders
Q4 2021	22,836	$5.77M	0.7%	+594+2.7%	Added	Holders
Q3 2021	22,242	$5.47M	0.7%	−379−1.7%	Reduced	Holders
Q2 2021	22,621	$5.51M	0.8%	+2,592+12.9%	Added	Holders
Q1 2021	20,029	$4.86M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.