Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,696
-$304,979,296 QoQ
Shares Held
3,064
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,688
of 2,103 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Capital Wealth Planning, LLC holds $5,167,256 across 2 Medical Devices names. MDT ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
15,651 | $4,927,560 | |
| 2 | MDT |
Medtronic plc
This page
|
3,064 | $239,696 |
All Filings in MDT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,696 | 3,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,218,992 | 3,522,435 | Shares | Sole | 2026-05-15 | |
| 2021-09-30 | $117,436,027 | 936,865 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $107,311,004 | 864,505 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,778,447 | 15,055 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,981,657 | 16,917 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,593,613 | 15,335 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||