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Beaton Management Company’s Medtronic MDT Stock Holding History

Beaton Management Company’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 		$229K Hold
2,638
– – 0.1% 140
2025
Q4 		$253K Hold
2,638
– – 0.11% 128
2025
Q3 		$251K Hold
2,638
– – 0.11% 126
2025
Q2 		$230K Sell
2,638
-100
-4% -$8.48K 0.11% 128
2025
Q1 		$246K Hold
2,738
– – 0.13% 119
2024
Q4 		$219K Sell
2,738
-114
-4% -$9.87K 0.11% 130
2024
Q3 		$257K Sell
2,852
-116
-4% -$9.76K 0.13% 119
2024
Q2 		$234K Buy
2,968
+190
+7% +$15.6K 0.13% 121
2024
Q1 		$242K Buy
2,778
+11
+0.4% +$939 0.13% 123
2023
Q4 		$228K Sell
2,767
-40
-1% -$3.05K 0.14% 121
2023
Q3 		$220K Buy
2,807
+17
+0.6% +$1.42K 0.14% 120
2023
Q2 		$246K Hold
2,790
– – 0.16% 121
2023
Q1 		$225K Sell
2,790
-87
-3% -$7.09K 0.15% 121
2022
Q4 		$224K Sell
2,877
-300
-9% -$24.3K 0.15% 122
2022
Q3 		$257K Buy
3,177
+200
+7% +$18K 0.19% 109
2022
Q2 		$167K Hold
2,977
– – 0.12% 128
2022
Q1 		$330K Sell
2,977
-200
-6% -$21.1K 0.2% 105
2021
Q4 		$329K Hold
3,177
– – 0.2% 106
2021
Q3 		$398K Hold
3,177
– – 0.26% 92
2021
Q2 		$394K Hold
3,177
– – 0.25% 94
2021
Q1 		$375K Hold
3,177
– – 0.26% 89
2020
Q4 		$372K Hold
3,177
– – 0.27% 86
2020
Q3 		$330K Sell
3,177
-100
-3% -$10K 0.27% 86
2020
Q2 		$301K Buy
3,277
+100
+3% +$9.59K 0.27% 87
2020
Q1 		$287K Buy
3,177
+100
+3% +$10.6K 0.29% 86
2019
Q4 		$349K Buy
3,077
+200
+7% +$21.9K 0.27% 87
2019
Q3 		$312K Buy
2,877
+575
+25% +$60K 0.25% 94
2019
Q2 		$224K Buy
+2,302
New +$210K 0.19% 110

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

Beaton Management Company's MDT Position: Q1 2026 in Review

Beaton Management Company held its Medtronic (MDT) position steady in Q1 2026 at 2,638 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #140.

Beaton Management Company first reported a position in MDT in Q2 2019 and has held it in 28 quarters since. The position peaked at $398K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Beaton Management Company held 2,638 shares of Medtronic worth $229K as of Q1 2026.
  • Beaton Management Company left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.1% of Beaton Management Company's portfolio in Q1 2026, its #140 holding.
  • Beaton Management Company first reported a position in Medtronic in Q2 2019 and has held it in 28 quarters since.
  • Beaton Management Company's Medtronic position peaked at $398K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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