BDX β€” BECTON DICKINSON & CO

Ownership history in Meriwether Wealth & Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported BECTON DICKINSON & CO (BDX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2025 Q1. The latest visible filing shows BDX at 0.58% 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.

What this BDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in BECTON DICKINSON & 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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q1

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

Time in book
Holding Window
2024 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 Meriwether Wealth & Planning, LLC held BDX β€” position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,683 +2,215 +49.6% 0.58% $1.1M 2026-04-09 $155.46
2025 Q4 ADDED 4,468 +20 +0.4% 0.49% $867K 2026-01-14 $162.03
2025 Q3 ADDED 4,448 +518 +13.2% 0.48% $833K 2025-10-15 $145.11
2025 Q2 REDUCED 3,930 -8 -0.2% 0.42% $677K 2025-07-11 $135.98
2025 Q1 ADDED 3,938 +552 +16.3% 0.59% $902K 2025-04-21 $151.02
2024 Q4 INITIATED 3,386 β€” β€” 0.55% $768K 2025-02-07 $175.75

FAQ About Meriwether Wealth & Planning, LLC and BDX

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

How long has Meriwether Wealth & Planning, LLC reported owning BDX?

Meriwether Wealth & Planning, LLC reported BDX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BDX position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for BDX was 0.59% in 2025 Q1.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 6,683 shares, equal to 0.58% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BDX ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC'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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