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Anchor Investment Management’s Medtronic MDT Stock Holding History

Anchor Investment 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
2026
Q1 		$7.92M Sell
91,404
-751
-0.8% -$71.9K 0.66% 36
2025
Q4 		$8.85M Sell
92,155
-16,418
-15% -$1.59M 0.72% 27
2025
Q3 		$10.3M Sell
108,573
-902
-0.8% -$82.9K 0.86% 26
2025
Q2 		$9.54M Buy
109,475
+2,479
+2% +$210K 0.84% 27
2025
Q1 		$9.61M Buy
106,996
+112
+0.1% +$10K 0.9% 26
2024
Q4 		$8.54M Sell
106,884
-634
-0.6% -$54.9K 0.8% 29
2024
Q3 		$9.68M Buy
107,518
+1,271
+1% +$107K 0.91% 24
2024
Q2 		$8.36M Buy
106,247
+24,936
+31% +$2.04M 0.86% 28
2024
Q1 		$7.09M Sell
81,311
-1,378
-2% -$118K 0.74% 33
2023
Q4 		$6.81M Buy
82,689
+11,719
+17% +$893K 0.78% 32
2023
Q3 		$5.56M Buy
70,970
+10,109
+17% +$846K 0.73% 34
2023
Q2 		$5.36M Buy
60,861
+4,855
+9% +$418K 0.68% 37
2023
Q1 		$4.52M Buy
56,006
+5,558
+11% +$453K 0.61% 44
2022
Q4 		$3.92M Buy
50,448
+3,930
+8% +$319K 0.56% 49
2022
Q3 		$3.76M Buy
46,518
+1,296
+3% +$116K 0.58% 46
2022
Q2 		$4.06M Buy
45,222
+817
+2% +$82.8K 0.59% 47
2022
Q1 		$4.93M Buy
44,405
+2,977
+7% +$315K 0.62% 44
2021
Q4 		$4.29M Buy
41,428
+673
+2% +$77.9K 0.53% 52
2021
Q3 		$5.11M Buy
40,755
+402
+1% +$52K 0.71% 36
2021
Q2 		$5.01M Buy
40,353
+2,032
+5% +$255K 0.69% 35
2021
Q1 		$4.53M Buy
38,321
+2,022
+6% +$237K 0.69% 37
2020
Q4 		$4.25M Buy
36,299
+1,735
+5% +$191K 0.76% 34
2020
Q3 		$3.59M Buy
34,564
+1,145
+3% +$115K 0.73% 38
2020
Q2 		$3.06M Buy
33,419
+2,356
+8% +$226K 0.69% 40
2020
Q1 		$2.8M Buy
31,063
+560
+2% +$59.6K 0.72% 38
2019
Q4 		$3.46M Buy
30,503
+2,440
+9% +$268K 0.74% 34
2019
Q3 		$3.05M Buy
28,063
+388
+1% +$40.5K 0.7% 35
2019
Q2 		$2.7M Buy
27,675
+2,875
+12% +$262K 0.64% 41
2019
Q1 		$2.26M Buy
24,800
+273
+1% +$24.4K 0.56% 47
2018
Q4 		$2.23M Buy
24,527
+615
+3% +$57.5K 0.64% 44
2018
Q3 		$2.35M Sell
23,912
-1,115
-4% -$103K 0.54% 49
2018
Q2 		$2.14M Sell
25,027
-242
-1% -$20.2K 0.53% 50
2018
Q1 		$2.03M Buy
25,269
+111
+0.4% +$9.16K 0.53% 52
2017
Q4 		$2.03M Buy
25,158
+1,019
+4% +$81.6K 0.54% 54
2017
Q3 		$1.88M Buy
24,139
+1,643
+7% +$136K 0.55% 54
2017
Q2 		$2M Buy
22,496
+49
+0.2% +$4.13K 0.66% 48
2017
Q1 		$1.81M Buy
22,447
+1,795
+9% +$140K 0.62% 48
2016
Q4 		$1.47M Hold
20,652
– – 0.55% 54
2016
Q3 		$1.78M Sell
20,652
-440
-2% -$38.3K 0.69% 37
2016
Q2 		$1.83M Sell
21,092
-936
-4% -$75.7K 0.72% 35
2016
Q1 		$1.65M Buy
+22,028
New +$1.66M 0.68% 40

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's MDT Position: Q1 2026 in Review

Anchor Investment Management reduced its Medtronic (MDT) stake by 0.81% in Q1 2026, selling an estimated $71.9K and leaving 91,404 shares worth $7.92M. The position accounts for 0.66% of the portfolio, ranked #36.

Anchor Investment Management first reported a position in MDT in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.3M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Anchor Investment Management held 91,404 shares of Medtronic worth $7.92M as of Q1 2026.
  • Anchor Investment Management sold 751 Medtronic shares in Q1 2026, an estimated $71.9K.
  • Medtronic made up 0.66% of Anchor Investment Management's portfolio in Q1 2026, its #36 holding.
  • Anchor Investment Management first reported a position in Medtronic in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Medtronic position peaked at $10.3M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.