BURKETT FINANCIAL SERVICES, LLC MDT — Medtronic Inc

Ownership history in BURKETT FINANCIAL SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported Medtronic Inc (MDT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows MDT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in Medtronic Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page BURKETT FINANCIAL SERVICES, LLC fund profile BURKETT FINANCIAL SERVICES, LLC full holdings
How BURKETT FINANCIAL SERVICES, LLC held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 585 +150 +34.5% 0.02% $51K 2026-05-15 (Est.) $83.32
2025 Q4 UNCHANGED — — — 435 — 0% 0.01% $42K 2026-01-05 $96.57
2025 Q3 ADDED — — — 435 +150 +52.6% 0.01% $41K 2025-11-24 $101.62
2025 Q2 UNCHANGED — — — 285 — 0% 0.01% $25K 2025-07-01 $86.73
2025 Q1 ADDED — — — 285 +185 +185.0% 0.01% $26K 2025-04-11 $80.35
2024 Q4 UNCHANGED — — — 100 — 0% 0.00% $8K 2025-01-06 $76.77
2024 Q3 UNCHANGED — — — 100 — 0% 0.00% $9K 2024-10-08 $84.03
2024 Q2 UNCHANGED — — — 100 — 0% 0.00% $8K 2024-07-10 $72.89
2024 Q1 UNCHANGED — — — 100 — 0% 0.00% $9K 2024-04-01 $81.58
2023 Q4 INITIATED — — — 100 — — 0.00% $8K 2024-02-12 $79.10

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

Banque de Luxembourg S.A. 4.33% Guinness Asset Management LTD 3Y 7Y 4.05% Nexus Investment Management ULC 3Y 7Y 3.71% Barnes Dennig Private Wealth Management LLC 3.33% Guinness Atkinson Asset Management Inc 3Y 7Y 3.31% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.99% Two Point Capital Management, Inc. 3Y 2.76% Nepsis Inc. 3Y 7Y 2.6% Randolph Co Inc 3Y 7Y 2.56% Econ Financial Services Corp 3Y 7Y 2.3%

FAQ About BURKETT FINANCIAL SERVICES, LLC and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURKETT FINANCIAL SERVICES, LLC reported owning MDT?

BURKETT FINANCIAL SERVICES, LLC reported MDT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDT position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for MDT was 0.02% in 2026 Q1.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q1, when BURKETT FINANCIAL SERVICES, LLC reported 585 shares, equal to 0.02% of portfolio, with an estimated market value of $51K.

What does the chart on this MDT ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURKETT FINANCIAL SERVICES, LLC time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, BURKETT FINANCIAL SERVICES, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MDT relative to SPY over the holding period was -11.5%.

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