Global Wealth Management Investment Advisory, Inc.
Position in MDT — Medtronic plc
CIK 1767855
FORT LAUDERDALE, FL
Position in MDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,296,000
+$40,359 QoQ
Shares Held
54,915
+11.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#606
of 2,103 holders
Holding Since
Mar 2020
11 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, 2026Global Wealth Management Investment Advisory, Inc. holds $4,296,000 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
54,915 | $4,296,000 |
All Filings in MDT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,296,000 | 54,915 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,255,641 | 49,113 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,458,240 | 46,411 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,177,416 | 43,862 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,023,055 | 34,680 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,944,660 | 21,641 | Shares | Sole | 2025-04-29 | |
| 2022-06-30 | $2,602 | 29 | Shares | Sole | 2022-08-15 | |
| 2020-12-31 | $4,451 | 38 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,909 | 28 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,838 | 140 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,625 | 140 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||