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Lummis Asset Management, LP

Position in MDT — Medtronic plc

CIK 2011652 FORT WORTH, TX

Position in MDT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$19,792
-$1,263 QoQ
Shares Held
253
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,962
of 2,098 holders
Holding Since
Dec 2023
10 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, 2026

Lummis Asset Management, LP holds $2,662,517 across 5 Medical Devices names. MDT ranks #2 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
253 $19,792

All Filings in MDT

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,792 253
2026-03-31 $21,055 243
2025-12-31 $23,342 243
2025-06-30 $18,567 213
2025-03-31 $19,140 213
2024-12-31 $17,014 213
2024-09-30 $19,176 213
2024-06-30 $16,765 213
2024-03-31 $18,562 213
2023-12-31 $17,546 213