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FSB Premier Wealth Management’s Medtronic MDT Stock Holding History

FSB Premier Wealth 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
Q1 		$2.15M Buy
24,777
+693
+3% +$66.4K 0.67% 46
2025
Q4 		$2.31M Buy
24,084
+1,858
+8% +$180K 0.73% 40
2025
Q3 		$2.12M Buy
22,226
+2,293
+12% +$211K 0.7% 40
2025
Q2 		$1.74M Buy
19,933
+3,256
+20% +$276K 0.62% 46
2025
Q1 		$1.5M Buy
16,677
+1,820
+12% +$163K 0.58% 46
2024
Q4 		$1.19M Buy
14,857
+2,007
+16% +$174K 0.48% 52
2024
Q3 		$1.16M Buy
12,850
+2,495
+24% +$210K 0.47% 55
2024
Q2 		$815K Buy
10,355
+2,363
+30% +$194K 0.37% 67
2024
Q1 		$697K Buy
7,992
+2,314
+41% +$197K 0.32% 71
2023
Q4 		$468K Sell
5,678
-56
-1% -$4.27K 0.23% 90
2023
Q3 		$449K Buy
5,734
+125
+2% +$10.5K 0.25% 88
2023
Q2 		$494K Sell
5,609
-900
-14% -$77.5K 0.27% 83
2023
Q1 		$525K Buy
6,509
+1,760
+37% +$143K 0.29% 76
2022
Q4 		$369K Buy
4,749
+119
+3% +$9.64K 0.2% 97
2022
Q3 		$373K Sell
4,630
-756
-14% -$67.9K 0.22% 89
2022
Q2 		$483K Buy
5,386
+58
+1% +$5.88K 0.27% 75
2022
Q1 		$570K Buy
5,328
+326
+7% +$34.4K 0.29% 67
2021
Q4 		$517K Sell
5,002
-540
-10% -$62.5K 0.22% 83
2021
Q3 		$694K Sell
5,542
-272
-5% -$35.2K 0.35% 54
2021
Q2 		$721K Sell
5,814
-137
-2% -$17.2K 0.37% 47
2021
Q1 		$703K Sell
5,951
-160
-3% -$18.8K 0.38% 52
2020
Q4 		$715K Buy
+6,111
New +$673K 0.38% 50

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSB Premier Wealth Management's MDT Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Medtronic (MDT) stake by 2.9% in Q1 2026, buying an estimated $66.4K and bringing the position to 24,777 shares worth $2.15M. The position accounts for 0.67% of the portfolio, ranked #46.

FSB Premier Wealth Management first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • FSB Premier Wealth Management held 24,777 shares of Medtronic worth $2.15M as of Q1 2026.
  • FSB Premier Wealth Management bought 693 Medtronic shares in Q1 2026, an estimated $66.4K.
  • Medtronic made up 0.67% of FSB Premier Wealth Management's portfolio in Q1 2026, its #46 holding.
  • FSB Premier Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Medtronic position peaked at $2.31M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.