First Pacific Advisors, LP — BECTON DICKINSON & CO BDX: Quarterly 13F Position History
First Pacific Advisors, LP has reported BECTON DICKINSON & CO (BDX) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 1,980,440 shares ($311.4M market value, 4.36% of the equity book). Quarter-over-quarter share count change: + 29,194 (+1.5%) .
- 1,980,440Shares Held (Latest Filing)
- $311.4MReported Market Value (Latest Filing)
- 4.36%Portfolio Weight (% of 13F Equity Book)
- +29,194Quarter-over-Quarter Share Change
- -$67.3MQuarter-over-Quarter Value Change
- 1,980,440Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,980,440 | +29,194 | +1.5% | $311.4M | 4.36% | $157.23 |
| Q4 2025 | 1,951,246 | +1,014,989 | +108.4% | $378.7M | 4.99% | $194.07 |
| Q3 2025 | 936,257 | — | — | $175.2M | 2.42% | $187.17 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did First Pacific Advisors, LP first disclose a BDX position in 13F-HR filings?
First Pacific Advisors, LP first reported BECTON DICKINSON & CO (BDX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was First Pacific Advisors, LP's most recent quarter-over-quarter share-count change in BDX?
Between Q4 2025 and Q1 2026, First Pacific Advisors, LP added 29,194 shares of BDX (+1.5%), bringing the total reported position to 1,980,440 shares at a market value of $311.4M.
Does the implied price-per-share represent First Pacific Advisors, LP's cost basis in BDX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.