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Beaumont Asset Management’s Medtronic MDT Stock Holding History

Beaumont Asset Management’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
Q2 		$490K Sell
6,265
-32
-0.5% -$2.58K 0.19% 58
2026
Q1 		$546K Buy
6,297
+551
+10% +$52.8K 0.25% 56
2025
Q4 		$552K Sell
5,746
-4,291
-43% -$417K 0.28% 49
2025
Q3 		$956K Sell
10,037
-214
-2% -$19.7K 0.48% 37
2025
Q2 		$894K Buy
10,251
+65
+0.6% +$5.51K 0.48% 37
2025
Q1 		$915K Sell
10,186
-1,500
-13% -$134K 0.55% 37
2024
Q4 		$933K Buy
11,686
+9
+0.1% +$779 0.54% 33
2024
Q3 		$1.05M Buy
11,677
+150
+1% +$12.6K 0.61% 34
2024
Q2 		$907K Sell
11,527
-46
-0.4% -$3.77K 0.58% 34
2024
Q1 		$1.01M Sell
11,573
-182
-2% -$15.5K 0.67% 32
2023
Q4 		$968K Sell
11,755
-2,610
-18% -$199K 0.68% 32
2023
Q3 		$1.13M Buy
14,365
+554
+4% +$46.4K 0.92% 21
2023
Q2 		$1.22M Sell
13,811
-18
-0.1% -$1.55K 0.92% 24
2023
Q1 		$1.11M Buy
13,829
+4,440
+47% +$362K 0.82% 26
2022
Q4 		$730K Sell
9,389
-2,164
-19% -$175K 0.53% 38
2022
Q3 		$932K Buy
11,553
+5,194
+82% +$467K 0.74% 28
2022
Q2 		$570K Buy
+6,359
New +$644K 0.43% 41
2021
Q2 		– Sell
-1,743
Closed -$205K – 71
2021
Q1 		$205K Sell
1,743
-400
-19% -$46.9K 0.17% 65
2020
Q4 		$251K Hold
2,143
– – 0.23% 54
2020
Q3 		$222K Buy
+2,143
New +$215K 0.22% 53
2020
Q2 		– Sell
-2,343
Closed -$211K – 59
2020
Q1 		$211K Sell
2,343
-26
-1% -$2.77K 0.25% 43
2019
Q4 		$268K Buy
+2,369
New +$260K 0.26% 52

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Beaumont Asset Management's MDT Position: Q2 2026 in Review

Beaumont Asset Management reduced its Medtronic (MDT) stake by 0.51% in Q2 2026, selling an estimated $2.58K and leaving 6,265 shares worth $490K. The position accounts for 0.19% of the portfolio, ranked #58.

Beaumont Asset Management first reported a position in MDT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2023. 546 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beaumont Asset Management held 6,265 shares of Medtronic worth $490K as of Q2 2026.
  • Beaumont Asset Management sold 32 Medtronic shares in Q2 2026, an estimated $2.58K.
  • Medtronic made up 0.19% of Beaumont Asset Management's portfolio in Q2 2026, its #58 holding.
  • Beaumont Asset Management first reported a position in Medtronic in Q4 2019 and has held it in 22 quarters since.
  • Beaumont Asset Management's Medtronic position peaked at $1.22M in Q2 2023.
  • 546 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.