IMA Advisory Services’s Medtronic MDT Stock Holding History

IMA Advisory Services’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	$7.25K	Buy	83 +3	+4%	+$287	﹤0.01%	349
2025 Q4	$7.74K	Buy	80 +69	+627%	+$6.7K	﹤0.01%	357
2025 Q3	$1.05K	Hold	11	–	–	﹤0.01%	364
2025 Q2	$967	Buy	+11	New	+$933	﹤0.01%	354
2023 Q4	–	Sell	-1,725	Closed	-$135K	–	189
2023 Q3	$135K	Sell	1,725 -110	-6%	-$9.21K	0.03%	147
2023 Q2	$162K	Sell	1,835 -82	-4%	-$7.06K	0.04%	137
2023 Q1	$155K	Sell	1,917 -11,914	-86%	-$971K	0.04%	139
2022 Q4	$1.07M	Sell	13,831 -4,074	-23%	-$330K	0.28%	84
2022 Q3	$1.45M	Sell	17,905 -1,500	-8%	-$135K	0.39%	74
2022 Q2	$1.74M	Sell	19,405 -116	-0.6%	-$11.8K	0.43%	73
2022 Q1	$2.17M	Buy	19,521 +396	+2%	+$41.8K	0.5%	69
2021 Q4	$1.98M	Sell	19,125 -1,965	-9%	-$228K	0.44%	77
2021 Q3	$2.64M	Sell	21,090 -65	-0.3%	-$8.41K	0.62%	54
2021 Q2	$2.63M	Sell	21,155 -885	-4%	-$111K	0.61%	61
2021 Q1	$2.6M	Buy	22,040 +759	+4%	+$89K	0.64%	61
2020 Q4	$2.49M	Sell	21,281 -5,424	-20%	-$597K	0.7%	52
2020 Q3	$2.77M	Buy	26,705 +3,065	+13%	+$308K	0.93%	32
2020 Q2	$2.17M	Buy	+23,640	New	+$2.27M	0.78%	43
2020 Q1	–	Sell	-45	Closed	-$5K	–	276
2019 Q4	$5K	Hold	45	–	–	﹤0.01%	252
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	255
2019 Q2	$4K	Buy	+45	New	+$4.11K	﹤0.01%	251
2019 Q1	–	Sell	-51	Closed	-$5K	–	314
2018 Q4	$5K	Hold	51	–	–	﹤0.01%	248
2018 Q3	$5K	Hold	51	–	–	﹤0.01%	256
2018 Q2	$4K	Buy	+51	New	+$4.26K	﹤0.01%	353

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMA Advisory Services's MDT Position: Q1 2026 in Review

IMA Advisory Services increased its Medtronic (MDT) stake by 3.8% in Q1 2026, buying an estimated $287 and bringing the position to 83 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

IMA Advisory Services first reported a position in MDT in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.77M in Q3 2020. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

IMA Advisory Services held 83 shares of Medtronic worth $7.25K as of Q1 2026.
IMA Advisory Services bought 3 Medtronic shares in Q1 2026, an estimated $287.
Medtronic made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #349 holding.
IMA Advisory Services first reported a position in Medtronic in Q2 2018 and has held it in 24 quarters since.
IMA Advisory Services's Medtronic position peaked at $2.77M in Q3 2020.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.