Position in MDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$329,895
-$90,964 QoQ
Shares Held
4,217
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,540
of 2,103 holders
Holding Since
Mar 2022
18 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, 2026Widmann Financial Services, Inc. holds $601,842 across 2 Medical Devices names. MDT ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
4,217 | $329,895 | |
| 2 | ABT |
Abbott Laboratories
|
2,997 | $271,947 |
All Filings in MDT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,895 | 4,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $420,859 | 4,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,407 | 4,262 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $422,675 | 4,438 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $382,850 | 4,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $383,881 | 4,272 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $304,103 | 3,807 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,224 | 3,157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,599 | 3,349 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,320 | 3,228 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $271,689 | 3,298 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $288,208 | 3,678 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $324,031 | 3,678 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $282,411 | 3,503 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $280,025 | 3,603 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $290,942 | 3,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $323,369 | 3,603 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $399,752 | 3,603 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||