SEC 13F Intelligence

Allied Investment Advisors, LLC / MDT

Allied Investment Advisors, LLC’s Medtronic PLC Position

Does Allied Investment Advisors, LLC own Medtronic PLC (MDT)? Yes — 135.6K shares worth $12M (+1.68% of its 13F portfolio) as of Q1 2026, up from 129.3K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
135.6K
% of Portfolio
+1.68%
Quarters Held
30
currently held

Position History MDT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $6MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $8MQ3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026135.6K$12M+1.68%
Q4 2025129.3K$12M+1.92%
Q3 2025124.8K$12M+1.89%
Q2 2025118.2K$10M+1.80%
Q1 2025115.4K$10M+1.97%
Q4 2024106.4K$9M+1.71%
Q3 2024106.9K$10M+1.91%
Q2 2024103.8K$8M+1.92%
Q1 202498.3K$9M+2.07%
Q4 202393.1K$8M+2.09%
Q3 202389.6K$7M+2.10%
Q2 202387.5K$8M+2.23%
Q1 202382.8K$7M+2.07%
Q4 202276.7K$6M+1.87%
Q3 202272.5K$6M+2.18%
Q2 202269.5K$6M+2.24%
Q1 202266.4K$7M+2.40%
Q4 202159.3K$6M+2.10%
Q3 202156.7K$7M+2.69%
Q2 202157.2K$7M+2.67%
Q1 202155.7K$7M+2.82%
Q4 202054.2K$6M+3.05%
Q3 202054.0K$6M+3.02%
Q2 202053.5K$5M+2.83%
Q1 202052.2K$5M+3.40%
Q4 201952.4K$6M+3.51%
Q3 201951.9K$6M+3.63%
Q2 201951.7K$5M+3.38%
Q1 201951.7K$5M+3.27%
Q4 201850.8K$5M+3.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allied Investment Advisors, LLC’s full portfolio or all institutional holders of MDT.