Position in MDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$671,839
-$57,667 QoQ
Shares Held
8,588
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,225
of 2,098 holders
Holding Since
Dec 2025
3 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, 2026SPWM Advisors LLC holds $1,361,655 across 3 Medical Devices names. MDT ranks #1 (49.3% of the industry book) .
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,839 | 8,588 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $729,506 | 8,419 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $754,647 | 7,856 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||