Position in MDT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$503,253
+$66,364 QoQ
Shares Held
6,433
+27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,347
of 2,098 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $1,845,569 across 2 Medical Devices names. MDT ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
14,793 | $1,342,316 | |
| 2 | MDT |
Medtronic plc
This page
|
6,433 | $503,253 |
All Filings in MDT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,253 | 6,433 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $436,889 | 5,042 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $398,841 | 4,152 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $404,960 | 4,252 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $375,877 | 4,312 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $390,621 | 4,347 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $347,238 | 4,347 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $392,710 | 4,362 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $350,023 | 4,447 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $395,050 | 4,533 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $361,071 | 4,383 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $311,089 | 3,970 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $340,066 | 3,860 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $283,782 | 3,520 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $272,408 | 3,505 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $385,419 | 4,773 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $695,203 | 7,746 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $516,361 | 4,654 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $324,029 | 2,585 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $320,876 | 2,585 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $305,366 | 2,585 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $303,978 | 2,595 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $269,672 | 2,595 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||