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Jacobsen Capital Management’s Medtronic MDT Stock Holding History

Jacobsen 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 		– Sell
-2,324
Closed -$223K – 132
2025
Q4 		$223K Sell
2,324
-70
-3% -$6.8K 0.07% 110
2025
Q3 		$228K Buy
2,394
+96
+4% +$8.82K 0.08% 107
2025
Q2 		$200K Buy
+2,298
New +$195K 0.07% 115

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

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

Jacobsen Capital Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,324 shares — an estimated $223K sold.

Jacobsen Capital Management first reported a position in MDT in Q2 2025 and held it in 3 quarters. The position peaked at $228K in Q3 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Jacobsen Capital Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Jacobsen Capital Management sold 2,324 Medtronic shares in Q1 2026, an estimated $223K.
  • Jacobsen Capital Management first reported a position in Medtronic in Q2 2025 and held it in 3 quarters.
  • Jacobsen Capital Management's Medtronic position peaked at $228K in Q3 2025.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.