BDX BectonDickinson&Co

Ownership history in JACOBS & CO/CA  ·  88 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported BectonDickinson&Co (BDX) in 88 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.31% in 2023 Q4. The latest visible filing shows BDX at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS & CO/CA's position in BectonDickinson&Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BDX was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JACOBS & CO/CA held BDX — position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,704 -7,945 -42.6% 0.17% $2K 2026-04-07 $154.96
2025 Q4 REDUCED 18,649 -6,192 -24.9% 0.34% $3.6M 2026-01-05 $155.42
2025 Q3 REDUCED 24,841 -79 -0.3% 0.44% $4.6M 2025-10-01 $148.35
2025 Q2 REDUCED 24,920 -3,789 -13.2% 0.43% $4.3M 2025-07-02 $136.98
2025 Q1 REDUCED 28,709 -2,343 -7.5% 0.70% $6.6M 2025-04-03 $170.21
2024 Q4 REDUCED 31,052 -12,760 -29.1% 0.72% $7.0M 2025-01-10 $178.67
2024 Q3 REDUCED 43,812 -4,095 -8.5% 1.06% $10.6M 2024-10-01 $183.92
2024 Q2 REDUCED 47,907 -32 -0.1% 1.17% $11.2M 2024-07-12 $173.64
2024 Q1 ADDED 47,939 +456 +1.0% 1.26% $11.9M 2024-04-12 $177.53
2023 Q4 ADDED 47,483 +37 +0.1% 1.31% $11.6M 2024-01-18 $176.69
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and BDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBS & CO/CA reported owning BDX?

JACOBS & CO/CA reported BDX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BDX position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for BDX was 1.31% in 2023 Q4.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 10,704 shares, equal to 0.17% of portfolio, with an estimated market value of $2K.

What does the chart on this BDX ownership page compare?

The chart compares JACOBS & CO/CA's quarterly BDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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