Allred Capital Management’s Medtronic MDT Stock Holding History

Allred Capital Management’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
2025 Q1	–	Sell	-2,704	Closed	-$216K	–	170
2024 Q4	$216K	Buy	+2,704	New	+$234K	0.08%	169
2024 Q3	–	Sell	-2,738	Closed	-$216K	–	170
2024 Q2	$216K	Sell	2,738 -427	-13%	-$35K	0.08%	166
2024 Q1	$276K	Sell	3,165 -152	-5%	-$13K	0.11%	142
2023 Q4	$273K	Sell	3,317 -193	-5%	-$14.7K	0.12%	143
2023 Q3	$275K	Buy	3,510 +420	+14%	+$35.2K	0.14%	127
2023 Q2	$272K	Buy	3,090 +93	+3%	+$8.01K	0.13%	129
2023 Q1	$242K	Buy	+2,997	New	+$244K	0.13%	138
2021 Q2	–	Sell	-1,026	Closed	-$121K	–	527
2021 Q1	$121K	Buy	+1,026	New	+$120K	0.05%	233
2020 Q1	–	Sell	-982	Closed	-$111K	–	470
2019 Q4	$111K	Buy	+982	New	+$108K	0.06%	203

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allred Capital Management's MDT Position: Q1 2025 in Review

Allred Capital Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,704 shares — an estimated $216K sold.

Allred Capital Management first reported a position in MDT in Q4 2019 and held it in 9 quarters. The position peaked at $276K in Q1 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Allred Capital Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Allred Capital Management sold 2,704 Medtronic shares in Q1 2025, an estimated $216K.
Allred Capital Management first reported a position in Medtronic in Q4 2019 and held it in 9 quarters.
Allred Capital Management's Medtronic position peaked at $276K in Q1 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Allred Capital Management's 13F filing for Q1 2025, filed 15 May 2025.