Chevy Chase Trust’s Medtronic MDT Stock Holding History

Chevy Chase Trust’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	$54.8M	Sell	631,969 -19,850	-3%	-$1.9M	0.16%	122
2025 Q4	$62.6M	Sell	651,819 -2,073	-0.3%	-$201K	0.17%	118
2025 Q3	$62.3M	Sell	653,892 -23,555	-3%	-$2.17M	0.17%	119
2025 Q2	$59.1M	Buy	677,447 +4,876	+0.7%	+$414K	0.17%	118
2025 Q1	$60.4M	Sell	672,571 -578	-0.1%	-$51.7K	0.19%	109
2024 Q4	$53.8M	Sell	673,149 -14,843	-2%	-$1.28M	0.16%	117
2024 Q3	$61.9M	Sell	687,992 -37,418	-5%	-$3.15M	0.19%	102
2024 Q2	$57.1M	Sell	725,410 -11,531	-2%	-$945K	0.18%	110
2024 Q1	$64.2M	Sell	736,941 -6,366	-0.9%	-$543K	0.21%	102
2023 Q4	$61.2M	Sell	743,307 -4,999	-0.7%	-$381K	0.22%	97
2023 Q3	$58.6M	Sell	748,306 -17,165	-2%	-$1.44M	0.23%	95
2023 Q2	$67.4M	Sell	765,471 -7,584	-1%	-$653K	0.25%	90
2023 Q1	$62.3M	Buy	773,055 +8,134	+1%	+$663K	0.25%	97
2022 Q4	$59.4M	Sell	764,921 -47,138	-6%	-$3.82M	0.25%	100
2022 Q3	$65.6M	Buy	812,059 +1,166	+0.1%	+$105K	0.28%	83
2022 Q2	$72.8M	Buy	810,893 +1,573	+0.2%	+$159K	0.3%	77
2022 Q1	$89.8M	Buy	809,320 +342	+0%	+$36.1K	0.31%	74
2021 Q4	$83.7M	Sell	808,978 -17,153	-2%	-$1.99M	0.27%	86
2021 Q3	$104M	Sell	826,131 -32,117	-4%	-$4.16M	0.36%	63
2021 Q2	$107M	Sell	858,248 -46,865	-5%	-$5.88M	0.36%	61
2021 Q1	$107M	Sell	905,113 -66,205	-7%	-$7.76M	0.38%	57
2020 Q4	$114M	Sell	971,318 -25,752	-3%	-$2.83M	0.41%	54
2020 Q3	$104M	Sell	997,070 -83,579	-8%	-$8.39M	0.41%	52
2020 Q2	$99.1M	Sell	1,080,649 -60,304	-5%	-$5.78M	0.4%	55
2020 Q1	$103M	Buy	1,140,953 +18,730	+2%	+$1.99M	0.48%	48
2019 Q4	$127M	Sell	1,122,223 -197	-0%	-$21.6K	0.48%	44
2019 Q3	$122M	Buy	1,122,420 +1,327	+0.1%	+$138K	0.5%	41
2019 Q2	$109M	Buy	1,121,093 +226	+0%	+$20.6K	0.45%	47
2019 Q1	$99.6M	Buy	1,120,867 +13,020	+1%	+$1.17M	0.41%	60
2018 Q4	$101M	Sell	1,107,847 -5,037	-0.5%	-$471K	0.49%	45
2018 Q3	$109M	Sell	1,112,884 -31,019	-3%	-$2.87M	0.45%	52
2018 Q2	$97.9M	Sell	1,143,903 -5,330	-0.5%	-$445K	0.42%	56
2018 Q1	$92.2M	Sell	1,149,233 -27,622	-2%	-$2.28M	0.41%	56
2017 Q4	$95M	Sell	1,176,855 -71,656	-6%	-$5.74M	0.41%	52
2017 Q3	$97.1M	Buy	1,248,511 +7,352	+0.6%	+$610K	0.44%	50
2017 Q2	$110M	Sell	1,241,159 -16,828	-1%	-$1.42M	0.53%	41
2017 Q1	$101M	Buy	1,257,987 +15,043	+1%	+$1.18M	0.5%	42
2016 Q4	$88.5M	Sell	1,242,944 -8,387	-0.7%	-$659K	0.47%	46
2016 Q3	$108M	Sell	1,251,331 -48,736	-4%	-$4.25M	0.59%	36
2016 Q2	$113M	Buy	1,300,067 +12,703	+1%	+$1.03M	0.63%	37
2016 Q1	$96.6M	Buy	1,287,364 +18,983	+1%	+$1.43M	0.55%	42
2015 Q4	$97.6M	Sell	1,268,381 -4,134	-0.3%	-$311K	0.57%	41
2015 Q3	$85.2M	Buy	1,272,515 +22,217	+2%	+$1.64M	0.53%	42
2015 Q2	$92.6M	Buy	1,250,298 +11,406	+0.9%	+$871K	0.55%	41
2015 Q1	$96.6M	Buy	1,238,892 +367,905	+42%	+$27.9M	0.58%	37
2014 Q4	$62.9M	Sell	870,987 -20,211	-2%	-$1.4M	0.39%	57
2014 Q3	$55.2M	Buy	891,198 +73,763	+9%	+$4.69M	0.36%	63
2014 Q2	$52.1M	Sell	817,435 -25,867	-3%	-$1.57M	0.36%	62
2014 Q1	$51.9M	Buy	843,302 +1,689	+0.2%	+$98.4K	0.37%	61
2013 Q4	$48.3M	Buy	841,613 +6,568	+0.8%	+$372K	0.35%	68
2013 Q3	$44.5M	Buy	835,045 +6,907	+0.8%	+$372K	0.36%	66
2013 Q2	$42.6M	Buy	+828,138	New	+$40.9M	0.37%	61

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chevy Chase Trust's MDT Position: Q1 2026 in Review

Chevy Chase Trust reduced its Medtronic (MDT) stake by 3% in Q1 2026, selling an estimated $1.9M and leaving 631,969 shares worth $54.8M. The position accounts for 0.16% of the portfolio, ranked #122.

Chevy Chase Trust first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $127M in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Chevy Chase Trust held 631,969 shares of Medtronic worth $54.8M as of Q1 2026.
Chevy Chase Trust sold 19,850 Medtronic shares in Q1 2026, an estimated $1.9M.
Medtronic made up 0.16% of Chevy Chase Trust's portfolio in Q1 2026, its #122 holding.
Chevy Chase Trust first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's Medtronic position peaked at $127M in Q4 2019.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.