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Beacon Financial Advisory’s Medtronic MDT Stock Holding History

Beacon Financial Advisory’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 		$857K Hold
9,888
– – 0.19% 145
2025
Q4 		$950K Sell
9,888
-400
-4% -$38.9K 0.22% 121
2025
Q3 		$980K Buy
10,288
+11
+0.1% +$1.01K 0.23% 116
2025
Q2 		$896K Hold
10,277
– – 0.23% 120
2025
Q1 		$923K Buy
10,277
+1,021
+11% +$91.4K 0.28% 102
2024
Q4 		$739K Buy
9,256
+520
+6% +$45K 0.24% 117
2024
Q3 		$787K Sell
8,736
-21
-0.2% -$1.77K 0.27% 107
2024
Q2 		$689K Buy
8,757
+1,383
+19% +$113K 0.26% 116
2024
Q1 		$643K Buy
7,374
+1,932
+36% +$165K 0.31% 99
2023
Q4 		$448K Sell
5,442
-1,324
-20% -$101K 0.22% 132
2023
Q3 		$530K Buy
6,766
+218
+3% +$18.2K 0.29% 104
2023
Q2 		$577K Buy
6,548
+462
+8% +$39.8K 0.33% 97
2023
Q1 		$491K Buy
6,086
+506
+9% +$41.2K 0.31% 108
2022
Q4 		$434K Buy
5,580
+706
+14% +$57.2K 0.31% 108
2022
Q3 		$394K Sell
4,874
-94
-2% -$8.45K 0.28% 116
2022
Q2 		$446K Buy
4,968
+205
+4% +$20.8K 0.25% 130
2022
Q1 		$528K Buy
4,763
+496
+12% +$52.4K 0.25% 121
2021
Q4 		$441K Sell
4,267
-34
-0.8% -$3.94K 0.2% 142
2021
Q3 		$539K Hold
4,301
– – 0.28% 115
2021
Q2 		$534K Sell
4,301
-300
-7% -$37.7K 0.29% 116
2021
Q1 		$544K Buy
4,601
+459
+11% +$53.8K 0.31% 107
2020
Q4 		$485K Buy
4,142
+230
+6% +$25.3K 0.32% 101
2020
Q3 		$406K Buy
+3,912
New +$393K 0.35% 98

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

Beacon Financial Advisory's MDT Position: Q1 2026 in Review

Beacon Financial Advisory held its Medtronic (MDT) position steady in Q1 2026 at 9,888 shares worth $857K. The position accounts for 0.19% of the portfolio, ranked #145.

Beacon Financial Advisory first reported a position in MDT in Q3 2020 and has held it in 23 quarters since. The position peaked at $980K in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Beacon Financial Advisory held 9,888 shares of Medtronic worth $857K as of Q1 2026.
  • Beacon Financial Advisory left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.19% of Beacon Financial Advisory's portfolio in Q1 2026, its #145 holding.
  • Beacon Financial Advisory first reported a position in Medtronic in Q3 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Medtronic position peaked at $980K in Q3 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.