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Allen Mooney & Barnes Investment Advisors’s Medtronic MDT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q3 		$11.3M Buy
131,529
+1,493
+1% +$132K 1.69% 26
2026
Q2 		$10.2M Sell
130,036
-11,716
-8% -$945K 1.55% 27
2026
Q1 		$12.3M Buy
141,752
+2,721
+2% +$261K 1.77% 29
2025
Q4 		$13.4M Buy
139,031
+1,083
+0.8% +$105K 2.01% 23
2025
Q3 		$13.1M Buy
137,948
+2,136
+2% +$196K 2.05% 22
2025
Q2 		$11.8M Buy
135,812
+1,504
+1% +$128K 1.94% 24
2025
Q1 		$12.1M Buy
134,308
+6,360
+5% +$569K 1.96% 20
2024
Q4 		$10.2M Buy
127,948
+8,629
+7% +$747K 1.72% 24
2024
Q3 		$10.7M Sell
119,319
-649
-0.5% -$54.6K 1.83% 23
2024
Q2 		$9.44M Buy
119,968
+6,189
+5% +$507K 1.69% 24
2024
Q1 		$9.35M Buy
113,779
+3,472
+3% +$296K 1.79% 24
2023
Q4 		$9.09M Buy
110,307
+106,701
+2,959% +$8.13M 1.73% 26
2023
Q3 		$283K Buy
3,606
+3
+0.1% +$251 0.06% 121
2023
Q2 		$317K Buy
+3,603
New +$310K 0.07% 113
2022
Q2 		– Sell
-2,424
Closed -$269K – 144
2022
Q1 		$269K Buy
+2,424
New +$256K 0.06% 129

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MDT Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Medtronic (MDT) stake by 1.1% in Q3 2026, buying an estimated $132K and bringing the position to 131,529 shares worth $11.3M. The position accounts for 1.69% of the portfolio, ranked #26.

Allen Mooney & Barnes Investment Advisors first reported a position in MDT in Q1 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q4 2025. 89 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 131,529 shares of Medtronic worth $11.3M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1,493 Medtronic shares in Q3 2026, an estimated $132K.
  • Medtronic made up 1.69% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #26 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Medtronic in Q1 2022 and has held it in 15 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Medtronic position peaked at $13.4M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.