LVM CAPITAL MANAGEMENT LTD/MI

Position in MDT — Medtronic plc

CIK 1053054 PORTAGE, MI

Position in MDT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$762,351

-$208,995 QoQ

Shares Held

9,745

-13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,163

of 2,103 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LVM CAPITAL MANAGEMENT LTD/MI holds $23,052,024 across 3 Medical Devices names. MDT ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	62,584	$19,703,946
2	ABT	Abbott Laboratories	28,496	$2,585,727
3	MDT	Medtronic plc This page	9,745	$762,351

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,351	9,745	-13.1%	Shares	Sole	2026-07-09
2026-03-31	$971,346	11,210	-8.1%	Shares	Sole	2026-04-02
2025-12-31	$1,171,547	12,196	-11.0%	Shares	Sole	2026-01-12
2025-09-30	$1,304,883	13,701	-8.1%	Shares	Sole	2025-10-09
2025-06-30	$1,298,920	14,901	-2.6%	Shares	Sole	2025-07-02
2025-03-31	$1,374,947	15,301	-15.5%	Shares	Sole	2025-04-08
2024-12-31	$1,446,067	18,103	-43.3%	Shares	Sole	2025-01-10
2024-09-30	$2,514	31,941	0.0%	Shares	Sole	2024-10-03
2024-06-30	$2,514,076	31,941	-9.9%	Shares	Sole	2024-07-16
2024-03-31	$3,090,251	35,459	-13.3%	Shares	Sole	2024-04-15
2023-12-31	$3,367,612	40,879	-15.2%	Shares	Sole	2024-01-12
2023-09-30	$3,778,049	48,214	-33.5%	Shares	Sole	2023-10-10
2023-06-30	$6,384,959	72,474	-0.2%	Shares	Sole	2023-07-07
2023-03-31	$5,855,753	72,634	-1.6%	Shares	Sole	2023-04-17
2022-12-31	$5,738,456	73,835	-28.9%	Shares	Sole	2023-01-03
2022-09-30	$8,389,602	103,896	-3.3%	Shares	Sole	2022-10-05
2022-06-30	$9,639,239	107,401	+6.0%	Shares	Sole	2022-07-14
2022-03-31	$11,239,345	101,301	+4836.7%	Shares	Sole	2022-04-13
2021-09-30	$257,218	2,052	+2.0%	Shares	Sole	2021-10-05
2021-06-30	$249,749	2,012	0.0%	Shares	Sole	2021-07-08
2021-03-31	$237,677	2,012	+5.2%	Shares	Sole	2021-04-06
2020-12-31	$223,971	1,912	—	Shares	Sole	2021-01-11
No filing history on record for this holder in this stock.