MDT MEDTRONIC INC Com

Ownership history in EDGAR LOMAX CO/VA  ·  38 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported MEDTRONIC INC Com (MDT) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.95% in 2025 Q3. The latest visible filing shows MDT at 1.86% 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 EDGAR LOMAX CO/VA's position in MEDTRONIC INC Com, 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
2025 Q4

MDT was reported at 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2025 Q3

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 2025 Q4

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 EDGAR LOMAX CO/VA held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 255,100 -5,830 -2.2% 1.86% $24.5M 2026-02-14 (Est.) $98.68
2025 Q3 REDUCED 260,930 -76,155 -22.6% 1.95% $24.9M 2025-11-12 $94.34
2025 Q2 REDUCED 337,085 -5,400 -1.6% 1.86% $29.4M 2025-08-12 $89.98
2025 Q1 ADDED 342,485 +24,905 +7.8% 1.92% $30.8M 2025-05-14 $81.65
2024 Q4 REDUCED 317,580 -6,080 -1.9% 1.64% $25.4M 2025-02-13 $88.66
2024 Q3 REDUCED 323,660 -5,115 -1.6% 1.78% $29.1M 2024-11-14 $81.99
2024 Q2 REDUCED 328,775 -5,835 -1.7% 1.68% $25.9M 2024-08-13 $77.82
2024 Q1 REDUCED 334,610 -3,188 -0.9% 1.80% $29.2M 2024-05-14 $79.03
2023 Q4 REDUCED 337,798 -13,700 -3.9% 1.82% $27.8M 2024-02-09 $79.03
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and MDT

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

How long has EDGAR LOMAX CO/VA reported owning MDT?

EDGAR LOMAX CO/VA reported MDT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDT position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for MDT was 1.95% in 2025 Q3.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 255,100 shares, equal to 1.86% of portfolio, with an estimated market value of $24.5M.

What does the chart on this MDT ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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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