Beacon Investment Advisors’s Medtronic MDT Stock Holding History

Beacon Investment Advisors’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	$732K	Sell	8,451 -220	-3%	-$21.1K	0.28%	81
2025 Q4	$833K	Sell	8,671 -49	-0.6%	-$4.76K	0.33%	78
2025 Q3	$831K	Sell	8,720 -41	-0.5%	-$3.77K	0.34%	80
2025 Q2	$754K	Buy	8,761 +31	+0.4%	+$2.63K	0.33%	79
2025 Q1	$785K	Sell	8,730 -18	-0.2%	-$1.61K	0.37%	75
2024 Q4	$699K	Buy	8,748 +30	+0.3%	+$2.6K	0.33%	77
2024 Q3	$785K	Buy	8,718 +13	+0.1%	+$1.09K	0.37%	75
2024 Q2	$685K	Sell	8,705 -330	-4%	-$27.1K	0.35%	77
2024 Q1	$787K	Buy	9,035 +80	+0.9%	+$6.83K	0.45%	61
2023 Q4	$738K	Buy	8,955 +37	+0.4%	+$2.82K	0.47%	61
2023 Q3	$699K	Buy	8,918 +33	+0.4%	+$2.76K	0.49%	58
2023 Q2	$783K	Sell	8,885 -273	-3%	-$23.5K	0.53%	55
2023 Q1	$738K	Buy	9,158 +156	+2%	+$12.7K	0.54%	60
2022 Q4	$700K	Buy	+9,002	New	+$730K	0.58%	56

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

Beacon Investment Advisors's MDT Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Medtronic (MDT) stake by 2.5% in Q1 2026, selling an estimated $21.1K and leaving 8,451 shares worth $732K. The position accounts for 0.28% of the portfolio, ranked #81.

Beacon Investment Advisors first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $833K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Beacon Investment Advisors held 8,451 shares of Medtronic worth $732K as of Q1 2026.
Beacon Investment Advisors sold 220 Medtronic shares in Q1 2026, an estimated $21.1K.
Medtronic made up 0.28% of Beacon Investment Advisors's portfolio in Q1 2026, its #81 holding.
Beacon Investment Advisors first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Medtronic position peaked at $833K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.