Bogart Wealth LLC’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 | $11.3M | Buy |
130,401
+3,577
| +3% | +$343K | 0.44% | 53 |
|
|
2025
Q4 | $12.2M | Sell |
126,824
-343
| -0.3% | -$33.3K | 0.49% | 40 |
|
|
2025
Q3 | $12.1M | Buy |
127,167
+39,716
| +45% | +$3.65M | 0.49% | 44 |
|
|
2025
Q2 | $7.62M | Buy |
87,451
+86,316
| +7,605% | +$7.32M | 0.33% | 73 |
|
|
2025
Q1 | $102K | Buy |
1,135
+30
| +3% | +$2.68K | ﹤0.01% | 310 |
|
|
2024
Q4 | $88.3K | Hold |
1,105
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $99.5K | Sell |
1,105
-552
| -33% | -$46.4K | ﹤0.01% | 309 |
|
|
2024
Q2 | $130K | Sell |
1,657
-65,493
| -98% | -$5.37M | 0.01% | 263 |
|
|
2024
Q1 | $5.85M | Buy |
67,150
+4,926
| +8% | +$420K | 0.3% | 81 |
|
|
2023
Q4 | $5.13M | Sell |
62,224
-649
| -1% | -$49.5K | 0.29% | 84 |
|
|
2023
Q3 | $4.93M | Buy |
62,873
+5,326
| +9% | +$446K | 0.3% | 83 |
|
|
2023
Q2 | $5.07M | Buy |
57,547
+3,095
| +6% | +$266K | 0.32% | 79 |
|
|
2023
Q1 | $4.39M | Buy |
54,452
+7,454
| +16% | +$608K | 0.29% | 87 |
|
|
2022
Q4 | $3.65M | Buy |
46,998
+7,945
| +20% | +$644K | 0.25% | 85 |
|
|
2022
Q3 | $3.15M | Buy |
39,053
+6,979
| +22% | +$627K | 0.26% | 78 |
|
|
2022
Q2 | $2.88M | Buy |
32,074
+4,181
| +15% | +$424K | 0.25% | 78 |
|
|
2022
Q1 | $3.1M | Buy |
27,893
+4,508
| +19% | +$476K | 0.26% | 78 |
|
|
2021
Q4 | $2.42M | Buy |
23,385
+3,564
| +18% | +$413K | 0.22% | 89 |
|
|
2021
Q3 | $2.48M | Buy |
19,821
+3,428
| +21% | +$444K | 0.25% | 72 |
|
|
2021
Q2 | $2.04M | Buy |
16,393
+2,902
| +22% | +$364K | 0.22% | 79 |
|
|
2021
Q1 | $1.59M | Buy |
13,491
+3,717
| +38% | +$436K | 0.22% | 84 |
|
|
2020
Q4 | $1.14M | Buy |
9,774
+1,043
| +12% | +$115K | 0.21% | 80 |
|
|
2020
Q3 | $907K | Buy |
8,731
+175
| +2% | +$17.6K | 0.2% | 72 |
|
|
2020
Q2 | $785K | Buy |
8,556
+667
| +8% | +$64K | 0.18% | 75 |
|
|
2020
Q1 | $711K | Buy |
7,889
+367
| +5% | +$39K | 0.19% | 67 |
|
|
2019
Q4 | $853K | Buy |
7,522
+295
| +4% | +$32.4K | 0.27% | 59 |
|
|
2019
Q3 | $785K | Buy |
7,227
+194
| +3% | +$20.2K | 0.39% | 47 |
|
|
2019
Q2 | $684K | Buy |
7,033
+160
| +2% | +$14.6K | 0.41% | 48 |
|
|
2019
Q1 | $625K | Buy |
6,873
+300
| +5% | +$26.9K | 0.3% | 50 |
|
|
2018
Q4 | $597K | Buy |
6,573
+11
| +0.2% | +$1.03K | 0.3% | 41 |
|
|
2018
Q3 | $646K | Buy |
6,562
+317
| +5% | +$29.3K | 0.37% | 41 |
|
|
2018
Q2 | $534K | Buy |
6,245
+73
| +1% | +$6.1K | 0.32% | 48 |
|
|
2018
Q1 | $492K | Buy |
6,172
+1,570
| +34% | +$129K | 0.28% | 50 |
|
|
2017
Q4 | $372K | Buy |
4,602
+4,021
| +692% | +$322K | 0.24% | 54 |
|
|
2017
Q3 | $45K | Buy |
+581
| New | +$48.2K | 0.03% | 145 |
|
Other funds holding MDT
VCM
VPM
Bogart Wealth LLC's MDT Position: Q1 2026 in Review
Bogart Wealth LLC increased its Medtronic (MDT) stake by 2.8% in Q1 2026, buying an estimated $343K and bringing the position to 130,401 shares worth $11.3M. The position accounts for 0.44% of the portfolio, ranked #53.
Bogart Wealth LLC first reported a position in MDT in Q3 2017 and has held it in 35 quarters since. The position peaked at $12.2M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Bogart Wealth LLC held 130,401 shares of Medtronic worth $11.3M as of Q1 2026.
- Bogart Wealth LLC bought 3,577 Medtronic shares in Q1 2026, an estimated $343K.
- Medtronic made up 0.44% of Bogart Wealth LLC's portfolio in Q1 2026, its #53 holding.
- Bogart Wealth LLC first reported a position in Medtronic in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Medtronic position peaked at $12.2M in Q4 2025.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.