FSM Wealth Advisors’s Medtronic MDT Stock Holding History

FSM Wealth Advisors’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	$403K	Sell	5,153 -302	-6%	-$24.4K	0.04%	215
2026 Q1	$473K	Sell	5,455 -114	-2%	-$10.9K	0.06%	172
2025 Q4	$535K	Buy	5,569 +136	+3%	+$13.2K	0.07%	160
2025 Q3	$517K	Buy	5,433 +561	+12%	+$51.6K	0.07%	171
2025 Q2	$427K	Buy	+4,872	New	+$413K	0.07%	179
2022 Q4	–	Sell	-4,034	Closed	-$326K	–	145
2022 Q3	$326K	Buy	4,034 +662	+20%	+$59.5K	0.27%	91
2022 Q2	$316K	Buy	+3,372	New	+$342K	0.31%	80

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FSM Wealth Advisors's MDT Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Medtronic (MDT) stake by 5.5% in Q2 2026, selling an estimated $24.4K and leaving 5,153 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #215.

FSM Wealth Advisors first reported a position in MDT in Q2 2022 and has held it in 7 quarters since. The position peaked at $535K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

FSM Wealth Advisors held 5,153 shares of Medtronic worth $403K as of Q2 2026.
FSM Wealth Advisors sold 302 Medtronic shares in Q2 2026, an estimated $24.4K.
Medtronic made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #215 holding.
FSM Wealth Advisors first reported a position in Medtronic in Q2 2022 and has held it in 7 quarters since.
FSM Wealth Advisors's Medtronic position peaked at $535K in Q4 2025.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.