Empire Financial Management Company’s Medtronic MDT Stock Holding History

Empire Financial Management Company’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	$2.95M	Buy	34,034 +1,216	+4%	+$116K	0.67%	51
2025 Q4	$3.15M	Buy	32,818 +168	+0.5%	+$16.3K	0.69%	52
2025 Q3	$3.11M	Buy	32,650 +607	+2%	+$55.8K	0.71%	47
2025 Q2	$2.79M	Buy	32,043 +3,603	+13%	+$306K	0.81%	36
2025 Q1	$2.56M	Buy	28,440 +528	+2%	+$47.2K	0.79%	37
2024 Q4	$2.23M	Buy	27,912 +931	+3%	+$80.6K	0.7%	43
2024 Q3	$2.43M	Buy	26,981 +493	+2%	+$41.5K	0.75%	42
2024 Q2	$2.08M	Sell	26,488 -151	-0.6%	-$12.4K	0.69%	44
2024 Q1	$2.32M	Buy	26,639 +167	+0.6%	+$14.3K	0.77%	39
2023 Q4	$2.18M	Buy	26,472 +245	+0.9%	+$18.7K	0.85%	33
2023 Q3	$2.06M	Sell	26,227 -301	-1%	-$25.2K	0.9%	31
2023 Q2	$2.34M	Buy	26,528 +1,811	+7%	+$156K	0.93%	34
2023 Q1	$1.99M	Buy	+24,717	New	+$2.01M	0.81%	38

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

Empire Financial Management Company's MDT Position: Q1 2026 in Review

Empire Financial Management Company increased its Medtronic (MDT) stake by 3.7% in Q1 2026, buying an estimated $116K and bringing the position to 34,034 shares worth $2.95M. The position accounts for 0.67% of the portfolio, ranked #51.

Empire Financial Management Company first reported a position in MDT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.15M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Empire Financial Management Company held 34,034 shares of Medtronic worth $2.95M as of Q1 2026.
Empire Financial Management Company bought 1,216 Medtronic shares in Q1 2026, an estimated $116K.
Medtronic made up 0.67% of Empire Financial Management Company's portfolio in Q1 2026, its #51 holding.
Empire Financial Management Company first reported a position in Medtronic in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's Medtronic position peaked at $3.15M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.