JCM
MDT icon

Jacobi Capital Management’s Medtronic MDT Stock Holding History

Jacobi Capital 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 		$1.49M Buy
17,194
+87
+0.5% +$8.34K 0.08% 224
2025
Q4 		$1.64M Sell
17,107
-526
-3% -$51.1K 0.1% 202
2025
Q3 		$1.68M Buy
17,633
+121
+0.7% +$11.1K 0.1% 198
2025
Q2 		$1.53M Sell
17,512
-563
-3% -$47.7K 0.1% 199
2025
Q1 		$1.62M Sell
18,075
-490
-3% -$43.8K 0.12% 175
2024
Q4 		$1.48M Sell
18,565
-343
-2% -$29.7K 0.11% 181
2024
Q3 		$1.7M Buy
18,908
+39
+0.2% +$3.28K 0.13% 154
2024
Q2 		$1.49M Buy
18,869
+598
+3% +$49K 0.13% 148
2024
Q1 		$1.59M Buy
18,271
+100
+0.6% +$8.53K 0.15% 128
2023
Q4 		$1.5M Buy
18,171
+1,292
+8% +$98.5K 0.15% 125
2023
Q3 		$1.32M Sell
16,879
-1,462
-8% -$122K 0.15% 130
2023
Q2 		$1.62M Buy
18,341
+514
+3% +$44.3K 0.18% 110
2023
Q1 		$1.44M Buy
17,827
+646
+4% +$52.7K 0.17% 127
2022
Q4 		$1.34M Buy
17,181
+3,946
+30% +$320K 0.17% 126
2022
Q3 		$1.07M Buy
13,235
+705
+6% +$63.4K 0.15% 141
2022
Q2 		$1.13M Buy
12,530
+519
+4% +$52.6K 0.15% 143
2022
Q1 		$1.33M Buy
12,011
+1,192
+11% +$126K 0.16% 125
2021
Q4 		$1.12M Buy
10,819
+1,288
+14% +$149K 0.13% 147
2021
Q3 		$1.2M Buy
9,531
+949
+11% +$123K 0.15% 116
2021
Q2 		$1.06M Buy
8,582
+173
+2% +$21.7K 0.14% 128
2021
Q1 		$993K Buy
8,409
+22
+0.3% +$2.58K 0.15% 136
2020
Q4 		$1.45M Sell
8,387
-343
-4% -$37.8K 0.23% 85
2020
Q3 		$939K Sell
8,730
-172
-2% -$17.3K 0.16% 113
2020
Q2 		$840K Buy
8,902
+1,207
+16% +$116K 0.16% 115
2020
Q1 		$717K Buy
7,695
+99
+1% +$10.5K 0.15% 112
2019
Q4 		$887K Buy
7,596
+625
+9% +$68.6K 0.16% 116
2019
Q3 		$743K Buy
6,971
+40
+0.6% +$4.17K 0.15% 132
2019
Q2 		$678K Buy
6,931
+4,760
+219% +$435K 0.14% 142
2019
Q1 		$198K Buy
2,171
+273
+14% +$24.4K 0.05% 229
2018
Q4 		$173K Sell
1,898
-93
-5% -$8.69K 0.05% 238
2018
Q3 		$196K Buy
1,991
+167
+9% +$15.4K 0.05% 224
2018
Q2 		$156K Buy
1,824
+7
+0.4% +$585 0.05% 245
2018
Q1 		$141K Buy
1,817
+243
+15% +$20K 0.04% 242
2017
Q4 		$135K Buy
1,574
+351
+29% +$28.1K 0.04% 217
2017
Q3 		$94K Buy
1,223
+612
+100% +$50.8K 0.03% 251
2017
Q2 		$53K Buy
611
+34
+6% +$2.87K 0.02% 296
2017
Q1 		$46K Buy
577
+22
+4% +$1.72K 0.02% 258
2016
Q4 		$41K Sell
555
-22
-4% -$1.73K 0.03% 242
2016
Q3 		$50K Hold
577
– – 0.02% 233
2016
Q2 		$50K Buy
+577
New +$46.7K 0.03% 220

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

Jacobi Capital Management's MDT Position: Q1 2026 in Review

Jacobi Capital Management increased its Medtronic (MDT) stake by 0.51% in Q1 2026, buying an estimated $8.34K and bringing the position to 17,194 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #224.

Jacobi Capital Management first reported a position in MDT in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.7M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Jacobi Capital Management held 17,194 shares of Medtronic worth $1.49M as of Q1 2026.
  • Jacobi Capital Management bought 87 Medtronic shares in Q1 2026, an estimated $8.34K.
  • Medtronic made up 0.08% of Jacobi Capital Management's portfolio in Q1 2026, its #224 holding.
  • Jacobi Capital Management first reported a position in Medtronic in Q2 2016 and has held it in 40 quarters since.
  • Jacobi Capital Management's Medtronic position peaked at $1.7M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.