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SWP Investment Management LLC

Position in MDT — Medtronic plc

CIK 2098300 INDEPENDENCE, OH

Position in MDT

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$2,690,564
-$176,944 QoQ
Shares Held
34,393
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#739
of 2,103 holders
Holding Since
Mar 2025
6 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

SWP Investment Management LLC holds $2,690,564 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
34,393 $2,690,564

All Filings in MDT

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,690,564 34,393
2026-03-31 $2,867,508 33,093
2025-12-31 $3,116,474 32,443
2025-09-30 $2,291,283 24,058
2025-06-30 $1,910,679 21,919
2025-03-31 $1,950,860 21,710