MDT MEDTRONIC COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  61 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported MEDTRONIC COM (MDT) in 61 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows MDT at 0.09% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in MEDTRONIC 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
2026 Q1

MDT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

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 LVM CAPITAL MANAGEMENT LTD/MI 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 REDUCED 11,210 -986 -8.1% 0.09% $971K 2026-05-15 (Est.) $86.63
2025 Q4 REDUCED 12,196 -1,505 -11.0% 0.11% $1.2M 2026-01-12 $96.16
2025 Q3 REDUCED 13,701 -1,200 -8.1% 0.13% $1.3M 2025-10-09 $95.02
2025 Q2 REDUCED 14,901 -400 -2.6% 0.13% $1.3M 2025-07-02 $86.27
2025 Q1 REDUCED 15,301 -2,802 -15.5% 0.15% $1.4M 2025-04-08 $79.36
2024 Q4 REDUCED 18,103 -13,838 -43.3% 0.16% $1.4M 2025-01-10 $77.56
2024 Q3 UNCHANGED 31,941 0% 0.29% $2.5M 2024-10-03 $83.67
2024 Q2 REDUCED 31,941 -3,518 -9.9% 0.29% $2.5M 2024-07-16 $73.87
2024 Q1 REDUCED 35,459 -5,420 -13.3% 0.36% $3.1M 2024-04-15 $75.22
2023 Q4 REDUCED 40,879 -7,335 -15.2% 0.43% $3.4M 2024-01-12 $81.28
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and MDT

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning MDT?

LVM CAPITAL MANAGEMENT LTD/MI reported MDT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDT position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for MDT was 0.43% in 2023 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 11,210 shares, equal to 0.09% of portfolio, with an estimated market value of $971K.

What does the chart on this MDT ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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