Position in MDT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,591
-$24,242 QoQ
Shares Held
2,807
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,737
of 2,103 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, 2026KRM WEALTH MANAGEMENT L.L.C. holds $219,591 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
|
2,807 | $219,591 |
All Filings in MDT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,591 | 2,807 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $243,833 | 2,814 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $272,426 | 2,836 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||