Evermay Wealth 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 | $100K | Sell |
1,150
-172
| -13% | -$16.5K | 0.01% | 251 |
|
|
2025
Q4 | $128K | Sell |
1,322
-100
| -7% | -$9.71K | 0.01% | 238 |
|
|
2025
Q3 | $136K | Sell |
1,422
-363
| -20% | -$33.4K | 0.02% | 237 |
|
|
2025
Q2 | $157K | Hold |
1,785
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $162K | Hold |
1,785
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $144K | Sell |
1,785
-28
| -2% | -$2.42K | 0.02% | 220 |
|
|
2024
Q3 | $164K | Sell |
1,813
-1,328
| -42% | -$112K | 0.03% | 215 |
|
|
2024
Q2 | $249K | Buy |
3,141
+80
| +3% | +$6.56K | 0.04% | 176 |
|
|
2024
Q1 | $269K | Buy |
3,061
+87
| +3% | +$7.42K | 0.04% | 174 |
|
|
2023
Q4 | $247K | Sell |
2,974
-127
| -4% | -$9.68K | 0.05% | 163 |
|
|
2023
Q3 | $245K | Sell |
3,101
-50
| -2% | -$4.19K | 0.05% | 150 |
|
|
2023
Q2 | $280K | Hold |
3,151
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $256K | Hold |
3,151
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $247K | Sell |
3,151
-1,921
| -38% | -$156K | 0.05% | 145 |
|
|
2022
Q3 | $413K | Sell |
5,072
-82
| -2% | -$7.37K | 0.08% | 106 |
|
|
2022
Q2 | $466K | Sell |
5,154
-224
| -4% | -$22.7K | 0.09% | 93 |
|
|
2022
Q1 | $597K | Buy |
5,378
+175
| +3% | +$18.5K | 0.1% | 93 |
|
|
2021
Q4 | $538K | Sell |
5,203
-53
| -1% | -$6.14K | 0.1% | 90 |
|
|
2021
Q3 | $659K | Sell |
5,256
-97
| -2% | -$12.6K | 0.13% | 62 |
|
|
2021
Q2 | $664K | Hold |
5,353
| – | – | 0.12% | 73 |
|
|
2021
Q1 | $632K | Sell |
5,353
-106
| -2% | -$12.4K | 0.13% | 73 |
|
|
2020
Q4 | $639K | Sell |
5,459
-794
| -13% | -$87.4K | 0.14% | 68 |
|
|
2020
Q3 | $650K | Buy |
6,253
+815
| +15% | +$81.8K | 0.16% | 69 |
|
|
2020
Q2 | $499K | Buy |
5,438
+610
| +13% | +$58.5K | 0.13% | 77 |
|
|
2020
Q1 | $435K | Buy |
4,828
+525
| +12% | +$55.9K | 0.13% | 78 |
|
|
2019
Q4 | $488K | Buy |
4,303
+325
| +8% | +$35.7K | 0.12% | 90 |
|
|
2019
Q3 | $432K | Hold |
3,978
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $387K | Sell |
3,978
-554
| -12% | -$50.6K | 0.11% | 98 |
|
|
2019
Q1 | $413K | Buy |
4,532
+1,211
| +36% | +$108K | 0.12% | 85 |
|
|
2018
Q4 | $302K | Buy |
3,321
+848
| +34% | +$79.2K | 0.1% | 99 |
|
|
2018
Q3 | $243K | Hold |
2,473
| – | – | 0.08% | 125 |
|
|
2018
Q2 | $212K | Buy |
+2,473
| New | +$207K | 0.07% | 128 |
|
Other funds holding MDT
VCM
VPM
Evermay Wealth Management's MDT Position: Q1 2026 in Review
Evermay Wealth Management reduced its Medtronic (MDT) stake by 13% in Q1 2026, selling an estimated $16.5K and leaving 1,150 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #251.
Evermay Wealth Management first reported a position in MDT in Q2 2018 and has held it in 32 quarters since. The position peaked at $664K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Evermay Wealth Management held 1,150 shares of Medtronic worth $100K as of Q1 2026.
- Evermay Wealth Management sold 172 Medtronic shares in Q1 2026, an estimated $16.5K.
- Medtronic made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #251 holding.
- Evermay Wealth Management first reported a position in Medtronic in Q2 2018 and has held it in 32 quarters since.
- Evermay Wealth Management's Medtronic position peaked at $664K in Q2 2021.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.