WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in MDT — Medtronic plc
CIK 752365
SOUTH BEND, IN
Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,801,480
-$272,054 QoQ
Shares Held
23,028
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#862
of 2,098 holders
Holding Since
Jun 2020
24 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, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $2,452,720 across 2 Medical Devices names. MDT ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
23,028 | $1,801,480 | |
| 2 | ABT |
Abbott Laboratories
|
7,177 | $651,240 |
All Filings in MDT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,801,480 | 23,028 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,073,534 | 23,930 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,394,007 | 24,922 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,421,857 | 25,429 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,256,046 | 25,881 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,520,303 | 28,047 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,218,027 | 27,767 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,216,861 | 35,731 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,884,091 | 36,642 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,256,534 | 37,367 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,767,308 | 33,592 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,792,907 | 35,642 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,150,896 | 35,765 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,952,546 | 36,623 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,817,116 | 36,247 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,990,576 | 37,035 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,282,875 | 36,578 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,037,470 | 36,390 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $4,513,226 | 36,005 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,443,729 | 35,799 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,218,894 | 35,714 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,432,460 | 37,839 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,890,660 | 37,439 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,306,426 | 36,057 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||