Gibbs Wealth Management’s Medtronic MDT Stock Holding History

Gibbs 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	$1.29M	Sell	14,835 -266	-2%	-$25.5K	0.17%	117
2025 Q4	$1.47M	Sell	15,101 -3,160	-17%	-$307K	0.36%	57
2025 Q3	$1.74M	Sell	18,261 -3,578	-16%	-$329K	0.39%	51
2025 Q2	$1.9M	Sell	21,839 -1,915	-8%	-$162K	0.37%	58
2025 Q1	$2.13M	Buy	23,754 +371	+2%	+$33.2K	0.51%	43
2024 Q4	$1.87M	Buy	23,383 +2,356	+11%	+$204K	0.51%	44
2024 Q3	$1.89M	Buy	21,027 +3,453	+20%	+$290K	0.61%	39
2024 Q2	$1.38M	Buy	17,574 +4,032	+30%	+$331K	0.56%	40
2024 Q1	$1.18M	Buy	+13,542	New	+$1.16M	0.68%	29

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Gibbs Wealth Management's MDT Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Medtronic (MDT) stake by 1.8% in Q1 2026, selling an estimated $25.5K and leaving 14,835 shares worth $1.29M. The position accounts for 0.17% of the portfolio, ranked #117.

Gibbs Wealth Management first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2025. 2,252 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Gibbs Wealth Management held 14,835 shares of Medtronic worth $1.29M as of Q1 2026.
Gibbs Wealth Management sold 266 Medtronic shares in Q1 2026, an estimated $25.5K.
Medtronic made up 0.17% of Gibbs Wealth Management's portfolio in Q1 2026, its #117 holding.
Gibbs Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Medtronic position peaked at $2.13M in Q1 2025.
2,252 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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