Beese Fulmer Investment Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,844
| Closed | -$372K | – | 463 |
|
|
2025
Q4 | $372K | Sell |
3,844
-151
| -4% | -$14.7K | 0.02% | 246 |
|
|
2025
Q3 | $380K | Sell |
3,995
-15
| -0.4% | -$1.38K | 0.03% | 217 |
|
|
2025
Q2 | $350K | Buy |
4,010
+599
| +18% | +$50.8K | 0.03% | 221 |
|
|
2025
Q1 | $307K | Buy |
3,411
+54
| +2% | +$4.83K | 0.03% | 197 |
|
|
2024
Q4 | $268K | Hold |
3,357
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $302K | Sell |
3,357
-1,082
| -24% | -$91K | 0.03% | 190 |
|
|
2024
Q2 | $349K | Sell |
4,439
-1,670
| -27% | -$137K | 0.03% | 173 |
|
|
2024
Q1 | $532K | Sell |
6,109
-1,993
| -25% | -$170K | 0.05% | 144 |
|
|
2023
Q4 | $667K | Sell |
8,102
-56,744
| -88% | -$4.32M | 0.07% | 132 |
|
|
2023
Q3 | $5.08M | Sell |
64,846
-347
| -0.5% | -$29K | 0.57% | 55 |
|
|
2023
Q2 | $5.74M | Buy |
65,193
+256
| +0.4% | +$22K | 0.62% | 50 |
|
|
2023
Q1 | $5.24M | Sell |
64,937
-962
| -1% | -$78.4K | 0.6% | 53 |
|
|
2022
Q4 | $5.12M | Buy |
65,899
+1,820
| +3% | +$148K | 0.62% | 54 |
|
|
2022
Q3 | $5.17M | Buy |
64,079
+2,977
| +5% | +$268K | 0.7% | 49 |
|
|
2022
Q2 | $5.48M | Buy |
61,102
+3,037
| +5% | +$308K | 0.7% | 49 |
|
|
2022
Q1 | $6.44M | Buy |
58,065
+4,665
| +9% | +$493K | 0.7% | 50 |
|
|
2021
Q4 | $5.52M | Buy |
53,400
+549
| +1% | +$63.6K | 0.57% | 51 |
|
|
2021
Q3 | $6.63M | Buy |
52,851
+107
| +0.2% | +$13.8K | 0.75% | 46 |
|
|
2021
Q2 | $6.55M | Sell |
52,744
-99
| -0.2% | -$12.4K | 0.74% | 48 |
|
|
2021
Q1 | $6.24M | Buy |
52,843
+84
| +0.2% | +$9.85K | 0.75% | 49 |
|
|
2020
Q4 | $6.18M | Sell |
52,759
-1,568
| -3% | -$173K | 0.79% | 45 |
|
|
2020
Q3 | $5.65M | Sell |
54,327
-4,244
| -7% | -$426K | 0.8% | 43 |
|
|
2020
Q2 | $5.37M | Sell |
58,571
-1,924
| -3% | -$184K | 0.79% | 46 |
|
|
2020
Q1 | $5.46M | Buy |
60,495
+156
| +0.3% | +$16.6K | 0.97% | 42 |
|
|
2019
Q4 | $6.84M | Buy |
60,339
+342
| +0.6% | +$37.5K | 0.96% | 38 |
|
|
2019
Q3 | $6.52M | Buy |
59,997
+437
| +0.7% | +$45.6K | 0.98% | 35 |
|
|
2019
Q2 | $5.8M | Sell |
59,560
-1,504
| -2% | -$137K | 1.1% | 31 |
|
|
2019
Q1 | $5.56M | Buy |
61,064
+1,021
| +2% | +$91.4K | 1.1% | 36 |
|
|
2018
Q4 | $5.46M | Buy |
60,043
+1,365
| +2% | +$128K | 1.23% | 31 |
|
|
2018
Q3 | $5.77M | Buy |
58,678
+1,684
| +3% | +$156K | 1.13% | 36 |
|
|
2018
Q2 | $4.88M | Sell |
56,994
-3,106
| -5% | -$259K | 1.02% | 39 |
|
|
2018
Q1 | $4.82M | Buy |
60,100
+2,859
| +5% | +$236K | 1.06% | 39 |
|
|
2017
Q4 | $4.62M | Sell |
57,241
-189
| -0.3% | -$15.1K | 0.99% | 43 |
|
|
2017
Q3 | $4.47M | Buy |
57,430
+522
| +0.9% | +$43.3K | 1.02% | 41 |
|
|
2017
Q2 | $5.05M | Sell |
56,908
-161
| -0.3% | -$13.6K | 1.2% | 32 |
|
|
2017
Q1 | $4.6M | Buy |
57,069
+284
| +0.5% | +$22.2K | 1.12% | 35 |
|
|
2016
Q4 | $4.04M | Sell |
56,785
-704
| -1% | -$55.3K | 1.04% | 42 |
|
|
2016
Q3 | $4.97M | Buy |
57,489
+138
| +0.2% | +$12K | 1.34% | 26 |
|
|
2016
Q2 | $4.98M | Sell |
57,351
-37
| -0.1% | -$2.99K | 1.41% | 24 |
|
|
2016
Q1 | $4.38M | Buy |
57,388
+1,902
| +3% | +$143K | 1.28% | 28 |
|
|
2015
Q4 | $4.27M | Buy |
55,486
+1,193
| +2% | +$89.8K | 1.32% | 29 |
|
|
2015
Q3 | $3.63M | Buy |
54,293
+8,851
| +19% | +$652K | 1.19% | 29 |
|
|
2015
Q2 | $3.37M | Buy |
45,442
+1,109
| +3% | +$84.7K | 1.08% | 34 |
|
|
2015
Q1 | $3.46M | Buy |
+44,333
| New | +$3.36M | 1.15% | 33 |
|
Other funds holding MDT
Beese Fulmer Investment Management's MDT Position: Q1 2026 in Review
Beese Fulmer Investment Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 3,844 shares — an estimated $372K sold.
Beese Fulmer Investment Management first reported a position in MDT in Q1 2015 and held it in 44 quarters. The position peaked at $6.84M in Q4 2019. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Beese Fulmer Investment Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
- Beese Fulmer Investment Management sold 3,844 Medtronic shares in Q1 2026, an estimated $372K.
- Beese Fulmer Investment Management first reported a position in Medtronic in Q1 2015 and held it in 44 quarters.
- Beese Fulmer Investment Management's Medtronic position peaked at $6.84M in Q4 2019.
- 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.