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Beacon Capital Management LLC (Tennessee)’s Medtronic MDT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-297
Closed -$25.9K – 659
2025
Q2 		$25.9K Sell
297
-203
-41% -$17.2K ﹤0.01% 458
2025
Q1 		$44.9K Buy
500
+157
+46% +$14K 0.01% 329
2024
Q4 		$27.4K Sell
343
-440
-56% -$38.1K ﹤0.01% 414
2024
Q3 		$70.5K Buy
783
+81
+12% +$6.81K 0.01% 258
2024
Q2 		$55.3K Buy
702
+253
+56% +$20.7K 0.01% 270
2024
Q1 		$39.1K Buy
449
+33
+8% +$2.82K 0.01% 340
2023
Q4 		$32.6K Sell
416
-72
-15% -$5.49K 0.01% 300
2023
Q3 		$43K Hold
488
– – 0.01% 271
2023
Q2 		$43K Buy
488
+86
+21% +$7.4K 0.01% 271
2023
Q1 		$32.4K Sell
402
-8
-2% -$652 0.01% 286
2022
Q4 		$31.9K Buy
410
+97
+31% +$7.86K 0.01% 292
2022
Q3 		$28K Sell
313
-37
-11% -$3.33K 0.01% 288
2022
Q2 		$39K Hold
350
– – 0.01% 278
2022
Q1 		$39K Buy
+350
New +$37K 0.01% 278

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s MDT Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Medtronic (MDT) in Q3 2025, closing a stake of 297 shares — an estimated $25.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MDT in Q1 2022 and held it in 14 quarters. The position peaked at $70.5K in Q3 2024. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 297 Medtronic shares in Q3 2025, an estimated $25.9K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Medtronic in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Medtronic position peaked at $70.5K in Q3 2024.
  • 2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.