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IAM Advisory’s Medtronic MDT Stock Holding History

IAM Advisory’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 		– Sell
-2,142
Closed -$206K – 106
2025
Q4 		$206K Buy
+2,142
New +$208K 0.05% 101
2024
Q4 		– Sell
-2,334
Closed -$210K – 105
2024
Q3 		$210K Buy
+2,334
New +$196K 0.05% 98
2024
Q2 		– Sell
-2,322
Closed -$202K – 113
2024
Q1 		$202K Buy
+2,322
New +$198K 0.06% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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

IAM Advisory's MDT Position: Q1 2026 in Review

IAM Advisory sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,142 shares — an estimated $206K sold.

IAM Advisory first reported a position in MDT in Q1 2024 and held it in 3 quarters. The position peaked at $210K in Q3 2024. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • IAM Advisory reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • IAM Advisory sold 2,142 Medtronic shares in Q1 2026, an estimated $206K.
  • IAM Advisory first reported a position in Medtronic in Q1 2024 and held it in 3 quarters.
  • IAM Advisory's Medtronic position peaked at $210K in Q3 2024.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.