MDT MEDTRONIC PLC

Ownership history in Crumly & Associates Inc.  ·  23 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported MEDTRONIC PLC (MDT) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows MDT at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDT was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 8,934 +1,325 +17.4% 0.16% $774K 2026-05-15 (Est.) $87.94
2025 Q4 ADDED 7,609 +93 +1.2% 0.15% $731K 2026-01-14 $97.94
2025 Q3 ADDED 7,516 +453 +6.4% 0.16% $716K 2025-11-03 $88.82
2025 Q2 ADDED 7,063 +218 +3.2% 0.15% $616K 2025-07-02 $86.27
2025 Q1 ADDED 6,845 +312 +4.8% 0.17% $615K 2025-04-22 $80.80
2024 Q4 ADDED 6,533 +397 +6.5% 0.14% $522K 2025-02-03 $87.05
2024 Q3 REDUCED 6,136 -115 -1.8% 0.15% $552K 2024-11-01 $85.87
2024 Q2 ADDED 6,251 +442 +7.6% 0.14% $492K 2024-08-02 $77.10
2024 Q1 ADDED 5,809 +31 +0.5% 0.13% $506K 2024-05-01 $75.84
2023 Q4 ADDED 5,778 +2,754 +91.1% 0.14% $500K 2024-01-29 $81.30
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning MDT?

Crumly & Associates Inc. reported MDT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDT position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for MDT was 0.17% in 2025 Q1.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 8,934 shares, equal to 0.16% of portfolio, with an estimated market value of $774K.

What does the chart on this MDT ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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