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Chapman Financial Group’s Medtronic MDT Stock Holding History

Chapman Financial Group’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 		$60.8K Hold
777
– – 0.04% 180
2026
Q1 		$67.3K Hold
777
– – 0.05% 169
2025
Q4 		$74.6K Hold
777
– – 0.05% 163
2025
Q3 		$74K Buy
777
+358
+85% +$32.9K 0.05% 168
2025
Q2 		$36.5K Buy
+419
New +$35.5K 0.03% 152
2024
Q4 		$33.5K Buy
+419
New +$36.3K 0.03% 157

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Chapman Financial Group's MDT Position: Q2 2026 in Review

Chapman Financial Group held its Medtronic (MDT) position steady in Q2 2026 at 777 shares worth $60.8K. The position accounts for 0.04% of the portfolio, ranked #180.

Chapman Financial Group first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $74.6K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Chapman Financial Group held 777 shares of Medtronic worth $60.8K as of Q2 2026.
  • Chapman Financial Group left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.04% of Chapman Financial Group's portfolio in Q2 2026, its #180 holding.
  • Chapman Financial Group first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Medtronic position peaked at $74.6K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.