Medtronic shares owned by Forum Financial Management
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Medtronic
Tip: Access up to 7 years of quarterly data
All positions including Medtronic held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Medtronic by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 22k | 95.24 |
| 2025-06-30 | $1.8M | 20k | 87.17 |
| 2025-03-31 | $1.7M | 19k | 89.86 |
| 2024-12-31 | $1.0M | 13k | 79.88 |
| 2024-09-30 | $1.2M | 13k | 90.03 |
| 2024-06-30 | $1.1M | 14k | 78.71 |
| 2024-03-31 | $1.2M | 14k | 87.15 |
| 2023-12-31 | $1.3M | 16k | 82.38 |
| 2023-09-30 | $1.3M | 16k | 78.36 |
| 2023-06-30 | $1.5M | 17k | 88.10 |
| 2023-03-31 | $1.3M | 16k | 80.62 |
| 2022-12-31 | $961k | 12k | 77.72 |
| 2022-09-30 | $791k | 9.8k | 80.78 |
| 2022-06-30 | $852k | 9.5k | 89.73 |
| 2022-03-31 | $962k | 8.7k | 110.91 |
| 2021-12-31 | $991k | 9.6k | 103.41 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management