Jones Financial Companies’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$183M Sell
2,270,401
-967,019
-30% -$78M 0.07% 136
2026
Q1
$282M Buy
3,237,420
+2,288,508
+241% +$219M 0.14% 73
2025
Q4
$91.2M Buy
948,912
+59,607
+7% +$5.79M 0.06% 109
2025
Q3
$83.9M Buy
889,305
+85,715
+11% +$7.88M 0.06% 101
2025
Q2
$69.3M Buy
803,590
+113,471
+16% +$9.62M 0.05% 106
2025
Q1
$60.8M Buy
690,119
+168,092
+32% +$15M 0.05% 96
2024
Q4
$41.7M Buy
522,027
+136,000
+35% +$11.8M 0.04% 97
2024
Q3
$34.6M Buy
386,027
+140,626
+57% +$11.8M 0.04% 95
2024
Q2
$19.3M Buy
245,401
+92,710
+61% +$7.6M 0.02% 101
2024
Q1
$13.3M Buy
152,691
+28,509
+23% +$2.43M 0.02% 97
2023
Q4
$10.2M Sell
124,182
-3,173
-2% -$242K 0.02% 101
2023
Q3
$9.98M Sell
127,355
-1,018
-0.8% -$85.2K 0.02% 91
2023
Q2
$11.3M Buy
128,373
+2,570
+2% +$221K 0.02% 88
2023
Q1
$10.1M Buy
125,803
+4,759
+4% +$388K 0.02% 90
2022
Q4
$9.41M Sell
121,044
-4,435
-4% -$359K 0.02% 92
2022
Q3
$10.1M Buy
125,479
+2,095
+2% +$188K 0.02% 81
2022
Q2
$11.1M Buy
123,384
+1,355
+1% +$137K 0.02% 79
2022
Q1
$13.5M Buy
122,029
+3,864
+3% +$408K 0.02% 79
2021
Q4
$12.2M Sell
118,165
-62
-0.1% -$7.18K 0.02% 88
2021
Q3
$14.8M Sell
118,227
-2,167
-2% -$280K 0.02% 76
2021
Q2
$14.9M Buy
120,394
+1,527
+1% +$192K 0.02% 74
2021
Q1
$14M Buy
118,867
+2,968
+3% +$348K 0.02% 75
2020
Q4
$13.6M Buy
115,899
+2,685
+2% +$296K 0.02% 77
2020
Q3
$11.8M Buy
113,214
+3,500
+3% +$351K 0.02% 74
2020
Q2
$10.1M Sell
109,714
-619
-0.6% -$59.4K 0.02% 78
2020
Q1
$9.95M Buy
110,333
+5,437
+5% +$578K 0.02% 74
2019
Q4
$11.9M Buy
104,896
+584
+0.6% +$64.1K 0.02% 73
2019
Q3
$11.3M Buy
104,312
+431
+0.4% +$45K 0.03% 74
2019
Q2
$10.1M Buy
103,881
+6,016
+6% +$549K 0.02% 78
2019
Q1
$8.91M Buy
97,865
+4,830
+5% +$432K 0.02% 82
2018
Q4
$8.46M Sell
93,035
-1,720
-2% -$161K 0.02% 77
2018
Q3
$9.32M Buy
94,755
+2,390
+3% +$221K 0.02% 76
2018
Q2
$7.91M Buy
92,365
+3,558
+4% +$297K 0.02% 82
2018
Q1
$7.12M Buy
88,807
+8,994
+11% +$742K 0.02% 82
2017
Q4
$6.45M Buy
79,813
+936
+1% +$75K 0.02% 91
2017
Q3
$6.13M Buy
78,877
+2,954
+4% +$245K 0.02% 89
2017
Q2
$6.74M Buy
75,923
+8,438
+13% +$712K 0.02% 81
2017
Q1
$5.44M Buy
67,485
+12,517
+23% +$978K 0.02% 92
2016
Q4
$3.92M Buy
54,968
+7,373
+15% +$579K 0.01% 106
2016
Q3
$4.11M Buy
47,595
+442
+0.9% +$38.5K 0.02% 102
2016
Q2
$4.09M Buy
47,153
+5,829
+14% +$471K 0.02% 97
2016
Q1
$3.1M Buy
41,324
+2,226
+6% +$168K 0.02% 105
2015
Q4
$3.01M Buy
39,098
+24,892
+175% +$1.87M 0.02% 103
2015
Q3
$951K Sell
14,206
-1,549
-10% -$114K 0.01% 153
2015
Q2
$1.17M Sell
15,755
-1,011
-6% -$77.2K 0.01% 142
2015
Q1
$1.31M Buy
16,766
+11,717
+232% +$888K 0.01% 141
2014
Q4
$365K Hold
5,049
﹤0.01% 203
2014
Q3
$313K Sell
5,049
-68
-1% -$4.32K ﹤0.01% 209
2014
Q2
$326K Buy
5,117
+4
+0.1% +$243 ﹤0.01% 203
2014
Q1
$315K Sell
5,113
-720
-12% -$41.9K ﹤0.01% 198
2013
Q4
$335K Buy
5,833
+220
+4% +$12.5K ﹤0.01% 198
2013
Q3
$299K Buy
5,613
+4,437
+377% +$239K ﹤0.01% 195
2013
Q2
$61K Buy
+1,176
New +$58.1K ﹤0.01% 304

Other funds holding MDT

Jones Financial Companies's MDT Position: Q2 2026 in Review

Jones Financial Companies reduced its Medtronic (MDT) stake by 30% in Q2 2026, selling an estimated $78M and leaving 2,270,401 shares worth $183M. The position accounts for 0.07% of the portfolio, ranked #136.

Jones Financial Companies first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $282M in Q1 2026. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Jones Financial Companies held 2,270,401 shares of Medtronic worth $183M as of Q2 2026.
  • Jones Financial Companies sold 967,019 Medtronic shares in Q2 2026, an estimated $78M.
  • Medtronic made up 0.07% of Jones Financial Companies's portfolio in Q2 2026, its #136 holding.
  • Jones Financial Companies first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • Jones Financial Companies's Medtronic position peaked at $282M in Q1 2026.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.