FFM
MDT icon

Forum Financial Management’s Medtronic MDT Stock Holding History

Forum Financial Management’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 		– Sell
-2,547
Closed -$221K – 360
2026
Q1 		$221K Sell
2,547
-19,433
-88% -$1.86M ﹤0.01% 296
2025
Q4 		$2.11M Buy
21,980
+101
+0.5% +$9.81K 0.03% 138
2025
Q3 		$2.08M Buy
21,879
+1,520
+7% +$140K 0.03% 131
2025
Q2 		$1.77M Buy
20,359
+1,737
+9% +$147K 0.03% 136
2025
Q1 		$1.67M Buy
18,622
+5,880
+46% +$526K 0.03% 136
2024
Q4 		$1.02M Sell
12,742
-554
-4% -$48K 0.02% 208
2024
Q3 		$1.2M Sell
13,296
-460
-3% -$38.7K 0.02% 164
2024
Q2 		$1.08M Sell
13,756
-82
-0.6% -$6.72K 0.02% 163
2024
Q1 		$1.21M Sell
13,838
-1,886
-12% -$161K 0.02% 167
2023
Q4 		$1.3M Sell
15,724
-532
-3% -$40.5K 0.02% 136
2023
Q3 		$1.27M Sell
16,256
-520
-3% -$43.5K 0.03% 132
2023
Q2 		$1.48M Buy
16,776
+724
+5% +$62.3K 0.03% 113
2023
Q1 		$1.29M Buy
16,052
+3,690
+30% +$301K 0.04% 116
2022
Q4 		$961K Buy
12,362
+2,570
+26% +$208K 0.03% 139
2022
Q3 		$791K Buy
9,792
+297
+3% +$26.7K 0.04% 139
2022
Q2 		$852K Buy
9,495
+821
+9% +$83.2K 0.04% 139
2022
Q1 		$962K Sell
8,674
-909
-9% -$96K 0.05% 128
2021
Q4 		$991K Buy
+9,583
New +$1.11M 0.05% 132

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

Forum Financial Management's MDT Position: Q2 2026 in Review

Forum Financial Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,547 shares — an estimated $221K sold.

Forum Financial Management first reported a position in MDT in Q4 2021 and held it in 18 quarters. The position peaked at $2.11M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Forum Financial Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,547 Medtronic shares in Q2 2026, an estimated $221K.
  • Forum Financial Management first reported a position in Medtronic in Q4 2021 and held it in 18 quarters.
  • Forum Financial Management's Medtronic position peaked at $2.11M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.