Allen Mooney & Barnes Investment Advisors LLC
Position in MDT — Medtronic plc
CIK 2001461
Thomasville, GA
Position in MDT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,172,716
-$2,110,094 QoQ
Shares Held
130,036
-8.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#398
of 2,103 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $10,998,806 across 3 Medical Devices names. MDT ranks #1 (92.5% of the industry book) .
All Filings in MDT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,172,716 | 130,036 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $12,282,810 | 141,752 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,355,317 | 139,031 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,138,167 | 137,948 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,838,732 | 135,812 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $12,068,916 | 134,308 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,220,486 | 127,948 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $10,742,289 | 119,319 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,442,681 | 119,968 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,915,839 | 113,779 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $9,087,090 | 110,307 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $282,566 | 3,606 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $317,424 | 3,603 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $268,942 | 2,424 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||