Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

MDT holding history

Medtronic plc in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overview All 13F holders of MDT Full Q2 2026 holdings

Shares (Q2 2026): 31,102
Value: $2.43M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDT by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,102	$2.43M	0.1%	−884−2.8%	Reduced	Holders
Q1 2026	31,986	$2.77M	0.2%	−214−0.7%	Reduced	Holders
Q4 2025	32,200	$3.09M	0.2%	−693−2.1%	Reduced	Holders
Q3 2025	32,893	$3.13M	0.2%	+91+0.3%	Added	Holders
Q2 2025	32,802	$2.86M	0.2%	−2,092−6.0%	Reduced	Holders
Q1 2025	34,894	$3.14M	0.2%	+1,590+4.8%	Added	Holders
Q4 2024	33,304	$2.66M	0.2%	−898−2.6%	Reduced	Holders
Q3 2024	34,202	$3.08M	0.2%	−1,665−4.6%	Reduced	Holders
Q2 2024	35,867	$2.82M	0.2%	−1,443−3.9%	Reduced	Holders
Q1 2024	37,310	$3.25M	0.3%	−9,228−19.8%	Reduced	Holders
Q4 2023	46,538	$3.83M	0.3%	−1,596−3.3%	Reduced	Holders
Q3 2023	48,134	$3.77M	0.3%	−970−2.0%	Reduced	Holders
Q2 2023	49,104	$4.33M	0.4%	−6,366−11.5%	Reduced	Holders
Q1 2023	55,470	$4.47M	0.4%	−5,581−9.1%	Reduced	Holders
Q4 2022	61,051	$4.75M	0.4%	−15,552−20.3%	Reduced	Holders
Q3 2022	76,603	$6.19M	0.6%	−315−0.4%	Reduced	Holders
Q2 2022	76,918	$6.90M	0.7%	+242+0.3%	Added	Holders
Q1 2022	76,676	$8.51M	0.7%	−1,827−2.3%	Reduced	Holders
Q4 2021	78,503	$8.12M	0.6%	−1,271−1.6%	Reduced	Holders
Q3 2021	79,774	$10.0M	0.8%	+354+0.4%	Added	Holders
Q2 2021	79,420	$9.86M	0.8%	−826−1.0%	Reduced	Holders
Q1 2021	80,246	$9.48M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.