Position in MDT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$403,119
-$69,556 QoQ
Shares Held
5,153
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,452
of 2,103 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $2,775,631 across 4 Medical Devices names. MDT ranks #3 (14.5% of the industry book) .
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,119 | 5,153 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $472,675 | 5,455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $534,958 | 5,569 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $517,438 | 5,433 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $424,692 | 4,872 | Shares | Sole | 2025-07-31 | |
| 2022-09-30 | $325,745 | 4,034 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $302,637 | 3,372 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||