First Eagle Investments trim Becton, Dickinson and Company
First Eagle Investments trim $1.9B of disclosed value in Becton, Dickinson and Company.
Signal
Investor Move
Action
Trim
Capital
$1.9B disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
460
New
38
Reduced/Sold
188
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| ADP | Automatic Data Processing, Inc. | New | $579M | 0.01% |
| BRO | Brown & Brown, Inc. | New | $575.4M | 0.01% |
| B | Barrick Mining Corporation | Reduced | $839.1M | 0.01% |
| ADI | Analog Devices, Inc. | Reduced | $15.3K | 0.01% |
| CHRW | C.H. Robinson Worldwide, Inc. | Reduced | $951.6M | 0.01% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Reduced | $1.3B | 0.01% |
| WAT | Waters Corporation | New | $469.1M | 0.01% |
| FI | Fiserv, Inc. | New | $418.2M | 0.01% |
| SLB | SLB N.V. | Increased | $1.5B | 0.01% |
| BDX | Becton, Dickinson and Company | Reduced | $1.9B | 0.01% |
| ORCL | Oracle Corporation | Reduced | $1.2B | 0.01% |
| NE | Noble Corporation Plc | Increased | $665.5M | 0.01% |
| CFR | Cullen/Frost Bankers, Inc. | New | $310.6M | 0.01% |
| ROST | Ross Stores, Inc. | Reduced | $3.5M | 0% |
| BXP | BXP, Inc. | Increased | $485M | 0% |
| META | Meta Platforms, Inc. | Reduced | $1.8B | 0% |
| FNV | Franco-Nevada Corporation | Increased | $1.3B | 0% |
| WY | Weyerhaeuser Company | Increased | $1.1B | 0% |
| IMO | Imperial Oil Limited | Increased | $1.8B | 0% |
| MSFT | Microsoft Corporation | Increased | $490.5M | 0% |