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, 2026Lummis Asset Management, LP holds $2,662,517 across 5 Medical Devices names. MDT ranks #2 (0.7% of the industry book) .
All Filings in MDT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,792 | 253 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $21,055 | 243 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,342 | 243 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $18,567 | 213 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,140 | 213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,014 | 213 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,176 | 213 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $16,765 | 213 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,562 | 213 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $17,546 | 213 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||