Position in MDT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$356,728
-$38,742 QoQ
Shares Held
4,560
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,506
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, 2026Larry Mathis Financial Planning, LLC holds $356,728 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
|
4,560 | $356,728 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,728 | 4,560 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $395,470 | 4,564 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $450,329 | 4,688 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||