AWM
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Apollon Wealth Management’s Medtronic MDT Stock Holding History

Apollon Wealth 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
Q2 		$5.52M Buy
70,557
+20,438
+41% +$1.65M 0.07% 251
2026
Q1 		$4.34M Buy
50,119
+2,586
+5% +$248K 0.07% 239
2025
Q4 		$4.57M Buy
47,533
+1,293
+3% +$126K 0.08% 214
2025
Q3 		$4.4M Buy
46,240
+1,648
+4% +$151K 0.08% 219
2025
Q2 		$3.89M Buy
44,592
+265
+0.6% +$22.5K 0.08% 224
2025
Q1 		$3.98M Buy
44,327
+2,114
+5% +$189K 0.09% 207
2024
Q4 		$3.37M Buy
42,213
+383
+0.9% +$33.2K 0.08% 237
2024
Q3 		$3.77M Sell
41,830
-5,193
-11% -$437K 0.11% 169
2024
Q2 		$3.7M Sell
47,023
-2,638
-5% -$216K 0.11% 162
2024
Q1 		$4.33M Sell
49,661
-1,143
-2% -$97.5K 0.14% 138
2023
Q4 		$4.19M Buy
50,804
+15,265
+43% +$1.16M 0.14% 139
2023
Q3 		$2.78M Buy
35,539
+1,189
+3% +$99.5K 0.14% 141
2023
Q2 		$3.03M Buy
34,350
+13,092
+62% +$1.13M 0.15% 149
2023
Q1 		$1.71M Buy
21,258
+876
+4% +$71.4K 0.11% 203
2022
Q4 		$1.58M Sell
20,382
-3,704
-15% -$300K 0.11% 193
2022
Q3 		$1.95M Sell
24,086
-489
-2% -$43.9K 0.16% 136
2022
Q2 		$2.21M Buy
24,575
+2,271
+10% +$230K 0.18% 117
2022
Q1 		$2.48M Sell
22,304
-7,550
-25% -$798K 0.18% 124
2021
Q4 		$3.09M Buy
29,854
+18,156
+155% +$2.1M 0.23% 97
2021
Q3 		$1.47M Buy
11,698
+8,834
+308% +$1.14M 0.2% 105
2021
Q2 		$356K Sell
2,864
-288
-9% -$36.2K 0.06% 256
2021
Q1 		$372K Buy
+3,152
New +$369K 0.07% 236
2020
Q3 		– Sell
-937
Closed -$86K – 472
2020
Q2 		$86K Buy
+937
New +$89.8K 0.05% 185

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Apollon Wealth Management's MDT Position: Q2 2026 in Review

Apollon Wealth Management increased its Medtronic (MDT) stake by 41% in Q2 2026, buying an estimated $1.65M and bringing the position to 70,557 shares worth $5.52M. The position accounts for 0.07% of the portfolio, ranked #251.

Apollon Wealth Management first reported a position in MDT in Q2 2020 and has held it in 23 quarters since. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Apollon Wealth Management held 70,557 shares of Medtronic worth $5.52M as of Q2 2026.
  • Apollon Wealth Management bought 20,438 Medtronic shares in Q2 2026, an estimated $1.65M.
  • Medtronic made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Apollon Wealth Management first reported a position in Medtronic in Q2 2020 and has held it in 23 quarters since.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.