First American Trust’s Medtronic MDT Stock Holding History

First American 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	$11.8M	Buy	136,250 +10,926	+9%	+$1.05M	0.79%	35
2025 Q4	$12M	Buy	125,324 +24,399	+24%	+$2.37M	0.83%	33
2025 Q3	$9.61M	Buy	100,925 +1,306	+1%	+$120K	0.7%	42
2025 Q2	$8.68M	Buy	99,619 +772	+0.8%	+$65.5K	0.69%	45
2025 Q1	$8.88M	Buy	98,847 +34,921	+55%	+$3.12M	0.82%	37
2024 Q4	$5.11M	Buy	+63,926	New	+$5.53M	0.51%	65

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

First American Trust's MDT Position: Q1 2026 in Review

First American Trust increased its Medtronic (MDT) stake by 8.7% in Q1 2026, buying an estimated $1.05M and bringing the position to 136,250 shares worth $11.8M. The position accounts for 0.79% of the portfolio, ranked #35.

First American Trust first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $12M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

First American Trust held 136,250 shares of Medtronic worth $11.8M as of Q1 2026.
First American Trust bought 10,926 Medtronic shares in Q1 2026, an estimated $1.05M.
Medtronic made up 0.79% of First American Trust's portfolio in Q1 2026, its #35 holding.
First American Trust first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
First American Trust's Medtronic position peaked at $12M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.