Athena Investment Management’s Medtronic MDT Stock Holding History

Athena 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	$473K	Hold	5,458	–	–	0.25%	95
2025 Q4	$524K	Hold	5,458	–	–	0.27%	88
2025 Q3	$520K	Hold	5,458	–	–	0.27%	89
2025 Q2	$476K	Hold	5,458	–	–	0.27%	91
2025 Q1	$490K	Sell	5,458 -30	-0.5%	-$2.68K	0.3%	80
2024 Q4	$438K	Hold	5,488	–	–	0.25%	93
2024 Q3	$494K	Hold	5,488	–	–	0.28%	82
2024 Q2	$432K	Hold	5,488	–	–	0.26%	89
2024 Q1	$478K	Hold	5,488	–	–	0.29%	80
2023 Q4	$452K	Hold	5,488	–	–	0.29%	79
2023 Q3	$430K	Hold	5,488	–	–	0.31%	75
2023 Q2	$483K	Hold	5,488	–	–	0.33%	70
2023 Q1	$442K	Buy	5,488 +148	+3%	+$12.1K	0.32%	72
2022 Q4	$415K	Sell	5,340 -148	-3%	-$12K	0.3%	78
2022 Q3	$443K	Hold	5,488	–	–	0.37%	64
2022 Q2	$493K	Hold	5,488	–	–	0.39%	57
2022 Q1	$610K	Buy	+5,488	New	+$580K	0.47%	53

Other funds holding MDT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

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

Athena Investment Management held its Medtronic (MDT) position steady in Q1 2026 at 5,458 shares worth $473K. The position accounts for 0.25% of the portfolio, ranked #95.

Athena Investment Management first reported a position in MDT in Q1 2022 and has held it in 17 quarters since. The position peaked at $610K in Q1 2022. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Athena Investment Management held 5,458 shares of Medtronic worth $473K as of Q1 2026.
Athena Investment Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.25% of Athena Investment Management's portfolio in Q1 2026, its #95 holding.
Athena Investment Management first reported a position in Medtronic in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Medtronic position peaked at $610K in Q1 2022.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.