M&G Plc BDX — BECTON DICKINSON & CO

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported BECTON DICKINSON & CO (BDX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.93% in 2025 Q3. The latest visible filing shows BDX at 0.91% 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 M&G Plc'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
2025 Q4

BDX was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

BDX stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held BDX — position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 917,351 -18,129 -1.9% 0.91% $178.0M 2026-02-14 (Est.) $174.77
2025 Q3 ADDED — — — 935,480 +43,404 +4.9% 0.93% $174.9M 2025-11-07 $138.17
2025 Q2 ADDED — — — 892,076 +498,303 +126.5% 0.85% $153.4M 2025-08-08 $149.53
2025 Q1 REDUCED 5.0% -24.3% ✅ 393,773 -20,869 -5.0% 0.43% $90.2M 2025-05-13 $134.68
2024 Q4 REDUCED 41.6% +1.4% ❌ 414,642 -294,887 -41.6% 0.58% $94.1M 2025-02-11 $175.50
2024 Q3 ADDED — — — 709,529 +270 +0.0% 0.62% $171.0M 2024-10-31 $177.77
2024 Q2 ADDED — — — 709,259 +6,052 +0.9% 0.65% $166.0M 2024-07-16 $174.85
2024 Q1 INITIATED — — — 703,207 — — 0.66% $173.7M 2024-05-10 $177.91

🏢 Other funds also holding BDX

As of 2026 Q1 — sorted by position size

BERNZOTT CAPITAL ADVISORS 3Y 7Y 3.48% CORTLAND ASSOCIATES INC/MO 3Y 7Y 3.47% AMI ASSET MANAGEMENT CORP 3Y 7Y 2.65% Banque de Luxembourg S.A. 2.64% Pacific Capital Partners Ltd 2.57% Old North State Wealth Management, LLC 2.32% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.16% COOKE & BIELER LP 3Y 7Y 2.04% TWIN CITY PRIVATE WEALTH, LLC 1.97% Rempart Asset Management Inc. 3Y 1.92%

FAQ About M&G Plc and BDX

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

How long has M&G Plc reported owning BDX?

M&G Plc reported BDX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BDX position in M&G Plc's portfolio?

The largest reported portfolio weight for BDX was 0.93% in 2025 Q3.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 917,351 shares, equal to 0.91% of portfolio, with an estimated market value of $178.0M.

What does the chart on this BDX ownership page compare?

The chart compares M&G Plc'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.

How well did M&G Plc time their BDX position?

Based on 13F filing dates vs. subsequent BDX price moves, M&G Plc correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on BDX relative to SPY over the holding period was -16.0%.

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