Alan B. Lancz & Associates’s Medtronic MDT Stock Holding History

Alan B. Lancz & Associates’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$689K	Hold	8,808	–	–	0.6%	44
2026 Q1	$763K	Sell	8,808 -1,000	-10%	-$95.8K	0.74%	33
2025 Q4	$942K	Hold	9,808	–	–	0.83%	27
2025 Q3	$934K	Sell	9,808 -100	-1%	-$9.19K	0.84%	31
2025 Q2	$864K	Hold	9,908	–	–	0.86%	30
2025 Q1	$890K	Sell	9,908 -50	-0.5%	-$4.47K	0.95%	25
2024 Q4	$795K	Sell	9,958 -700	-7%	-$60.6K	0.81%	28
2024 Q3	$960K	Hold	10,658	–	–	0.88%	27
2024 Q2	$839K	Buy	+10,658	New	+$874K	0.83%	29
2023 Q4	$902K	Sell	10,948 -200	-2%	-$15.2K	0.95%	24
2023 Q3	$874K	Sell	11,148 -100	-0.9%	-$8.37K	0.99%	23
2023 Q2	$991K	Hold	11,248	–	–	1.06%	21
2023 Q1	$907K	Buy	11,248 +750	+7%	+$61.1K	0.94%	23
2022 Q4	$846K	Buy	10,498 +2,950	+39%	+$239K	0.85%	26
2022 Q3	$610K	Hold	7,548	–	–	0.72%	34
2022 Q2	$698K	Sell	7,548 -700	-8%	-$70.9K	0.69%	33
2022 Q1	$915K	Hold	8,248	–	–	0.81%	27
2021 Q4	$853K	Buy	+8,248	New	+$955K	0.75%	31

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Alan B. Lancz & Associates's MDT Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Medtronic (MDT) position steady in Q2 2026 at 8,808 shares worth $689K. The position accounts for 0.6% of the portfolio, ranked #44.

Alan B. Lancz & Associates first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $991K in Q2 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Alan B. Lancz & Associates held 8,808 shares of Medtronic worth $689K as of Q2 2026.
Alan B. Lancz & Associates left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.6% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #44 holding.
Alan B. Lancz & Associates first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Medtronic position peaked at $991K in Q2 2023.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.