Aull & Monroe Investment Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $205K | Hold |
2,626
| – | – | 0.09% | 124 |
|
|
2026
Q1 | $228K | Hold |
2,626
| – | – | 0.11% | 121 |
|
|
2025
Q4 | $252K | Buy |
+2,626
| New | +$255K | 0.13% | 109 |
|
|
2024
Q2 | – | Sell |
-2,385
| Closed | -$208K | – | 130 |
|
|
2024
Q1 | $208K | Buy |
+2,385
| New | +$204K | 0.1% | 128 |
|
|
2023
Q3 | – | Sell |
-2,534
| Closed | -$223K | – | 131 |
|
|
2023
Q2 | $223K | Sell |
2,534
-130
| -5% | -$11.2K | 0.11% | 124 |
|
|
2023
Q1 | $215K | Sell |
2,664
-142
| -5% | -$11.6K | 0.11% | 125 |
|
|
2022
Q4 | $218K | Sell |
2,806
-47
| -2% | -$3.81K | 0.11% | 121 |
|
|
2022
Q3 | $230K | Sell |
2,853
-358
| -11% | -$32.2K | 0.13% | 120 |
|
|
2022
Q2 | $288K | Hold |
3,211
| – | – | 0.15% | 111 |
|
|
2022
Q1 | $356K | Hold |
3,211
| – | – | 0.16% | 106 |
|
|
2021
Q4 | $332K | Sell |
3,211
-141
| -4% | -$16.3K | 0.15% | 108 |
|
|
2021
Q3 | $420K | Hold |
3,352
| – | – | 0.21% | 94 |
|
|
2021
Q2 | $416K | Hold |
3,352
| – | – | 0.2% | 96 |
|
|
2021
Q1 | $396K | Hold |
3,352
| – | – | 0.19% | 95 |
|
|
2020
Q4 | $393K | Sell |
3,352
-142
| -4% | -$15.6K | 0.21% | 91 |
|
|
2020
Q3 | $363K | Hold |
3,494
| – | – | 0.21% | 92 |
|
|
2020
Q2 | $321K | Sell |
3,494
-261
| -7% | -$25K | 0.2% | 98 |
|
|
2020
Q1 | $339K | Sell |
3,755
-142
| -4% | -$15.1K | 0.23% | 91 |
|
|
2019
Q4 | $442K | Hold |
3,897
| – | – | 0.22% | 93 |
|
|
2019
Q3 | $423K | Hold |
3,897
| – | – | 0.22% | 93 |
|
|
2019
Q2 | $379K | Sell |
3,897
-154
| -4% | -$14.1K | 0.2% | 95 |
|
|
2019
Q1 | $369K | Sell |
4,051
-239
| -6% | -$21.4K | 0.2% | 93 |
|
|
2018
Q4 | $390K | Sell |
4,290
-237
| -5% | -$22.1K | 0.22% | 89 |
|
|
2018
Q3 | $445K | Sell |
4,527
-11
| -0.2% | -$1.02K | 0.21% | 92 |
|
|
2018
Q2 | $389K | Sell |
4,538
-51
| -1% | -$4.26K | 0.2% | 96 |
|
|
2018
Q1 | $368K | Sell |
4,589
-119
| -3% | -$9.81K | 0.19% | 99 |
|
|
2017
Q4 | $380K | Hold |
4,708
| – | – | 0.19% | 94 |
|
|
2017
Q3 | $366K | Sell |
4,708
-47
| -1% | -$3.9K | 0.19% | 98 |
|
|
2017
Q2 | $422K | Hold |
4,755
| – | – | 0.23% | 94 |
|
|
2017
Q1 | $383K | Sell |
4,755
-334
| -7% | -$26.1K | 0.2% | 96 |
|
|
2016
Q4 | $362K | Hold |
5,089
| – | – | 0.2% | 96 |
|
|
2016
Q3 | $439K | Hold |
5,089
| – | – | 0.25% | 86 |
|
|
2016
Q2 | $441K | Sell |
5,089
-139
| -3% | -$11.2K | 0.25% | 88 |
|
|
2016
Q1 | $392K | Sell |
5,228
-153
| -3% | -$11.5K | 0.24% | 86 |
|
|
2015
Q4 | $414K | Hold |
5,381
| – | – | 0.26% | 85 |
|
|
2015
Q3 | $360K | Sell |
5,381
-71
| -1% | -$5.23K | 0.23% | 90 |
|
|
2015
Q2 | $425K | Sell |
5,452
-281
| -5% | -$21.5K | 0.25% | 86 |
|
|
2015
Q1 | $447K | Buy |
+5,733
| New | +$435K | 0.25% | 89 |
|
Other funds holding MDT
LMFP
FWIA
SRIM
DC
CAI
VF
Aull & Monroe Investment Management's MDT Position: Q2 2026 in Review
Aull & Monroe Investment Management held its Medtronic (MDT) position steady in Q2 2026 at 2,626 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #124.
Aull & Monroe Investment Management first reported a position in MDT in Q1 2015 and has held it in 38 quarters since. The position peaked at $447K in Q1 2015. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Aull & Monroe Investment Management held 2,626 shares of Medtronic worth $205K as of Q2 2026.
- Aull & Monroe Investment Management left its Medtronic share count unchanged in Q2 2026.
- Medtronic made up 0.09% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #124 holding.
- Aull & Monroe Investment Management first reported a position in Medtronic in Q1 2015 and has held it in 38 quarters since.
- Aull & Monroe Investment Management's Medtronic position peaked at $447K in Q1 2015.
- 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.