Medtronic shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Medtronic
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Quarterly reported holdings in Medtronic by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 6.2k | 95.25 |
| 2025-06-30 | $387k | 4.4k | 87.17 |
| 2025-03-31 | $355k | 3.9k | 89.87 |
| 2024-12-31 | $199k | 2.5k | 79.88 |
| 2024-09-30 | $215k | 2.4k | 90.03 |
| 2024-06-30 | $70k | 889 | 78.71 |
| 2024-03-31 | $76k | 875 | 87.15 |
| 2023-12-31 | $72k | 878 | 82.38 |
| 2023-09-30 | $72k | 918 | 78.36 |
| 2023-06-30 | $77k | 869 | 88.10 |
| 2023-03-31 | $65k | 811 | 80.62 |
| 2022-12-31 | $67k | 867 | 77.72 |
| 2022-09-30 | $75k | 930 | 80.65 |
| 2022-06-30 | $82k | 918 | 89.32 |
| 2022-03-31 | $111k | 996 | 111.45 |
| 2021-12-31 | $115k | 1.1k | 103.79 |
| 2021-09-30 | $163k | 1.3k | 125.29 |
| 2021-06-30 | $36k | 293 | 122.87 |
| 2021-03-31 | $35k | 293 | 119.45 |
| 2020-12-31 | $34k | 293 | 116.04 |
| 2020-09-30 | $20k | 189 | 105.82 |
| 2020-06-30 | $29k | 311 | 93.25 |
| 2020-03-31 | $17k | 189 | 89.95 |
| 2019-12-31 | $23k | 204 | 112.75 |
| 2019-09-30 | $17k | 159 | 106.92 |
| 2019-06-30 | $14k | 144 | 97.22 |
| 2019-03-31 | $13k | 144 | 90.28 |
| 2018-12-31 | $26k | 282 | 92.20 |
| 2018-09-30 | $25k | 258 | 96.90 |
| 2018-06-30 | $12k | 144 | 83.33 |
| 2018-03-31 | $22k | 280 | 78.57 |
| 2017-12-31 | $23k | 280 | 82.14 |
| 2017-09-30 | $22k | 280 | 78.57 |
| 2017-06-30 | $28k | 319 | 87.77 |
| 2017-03-31 | $26k | 370 | 70.27 |
| 2016-12-31 | $26k | 370 | 70.27 |
| 2016-09-30 | $153k | 1.8k | 86.44 |
| 2016-06-30 | $154k | 1.8k | 87.01 |
| 2016-03-31 | $136k | 1.8k | 75.14 |
| 2015-12-31 | $140k | 1.8k | 76.92 |
| 2015-09-30 | $115k | 1.7k | 66.90 |
| 2015-06-30 | $238k | 3.2k | 74.07 |