JWM
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Jeppson Wealth Management’s Medtronic MDT Stock Holding History

Jeppson 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 		$437K Buy
5,042
+890
+21% +$85.3K 0.14% 137
2025
Q4 		$399K Sell
4,152
-100
-2% -$9.71K 0.13% 143
2025
Q3 		$405K Sell
4,252
-60
-1% -$5.52K 0.13% 142
2025
Q2 		$376K Sell
4,312
-35
-0.8% -$2.97K 0.13% 140
2025
Q1 		$391K Hold
4,347
– – 0.14% 136
2024
Q4 		$347K Sell
4,347
-15
-0.3% -$1.3K 0.13% 143
2024
Q3 		$393K Sell
4,362
-85
-2% -$7.15K 0.14% 138
2024
Q2 		$350K Sell
4,447
-86
-2% -$7.05K 0.13% 143
2024
Q1 		$395K Buy
4,533
+150
+3% +$12.8K 0.15% 139
2023
Q4 		$361K Buy
4,383
+413
+10% +$31.5K 0.15% 138
2023
Q3 		$311K Buy
3,970
+110
+3% +$9.21K 0.14% 141
2023
Q2 		$340K Buy
3,860
+340
+10% +$29.3K 0.15% 140
2023
Q1 		$284K Buy
3,520
+15
+0.4% +$1.22K 0.12% 149
2022
Q4 		$272K Sell
3,505
-1,268
-27% -$103K 0.11% 155
2022
Q3 		$385K Sell
4,773
-2,973
-38% -$267K 0.17% 118
2022
Q2 		$695K Buy
7,746
+3,092
+66% +$313K 0.3% 76
2022
Q1 		$516K Buy
4,654
+2,069
+80% +$219K 0.24% 93
2021
Q4 		$267K Hold
2,585
– – 0.13% 134
2021
Q3 		$324K Hold
2,585
– – 0.17% 107
2021
Q2 		$320K Hold
2,585
– – 0.17% 105
2021
Q1 		$305K Sell
2,585
-10
-0.4% -$1.17K 0.18% 105
2020
Q4 		$304K Hold
2,595
– – 0.2% 99
2020
Q3 		$270K Buy
+2,595
New +$261K 0.21% 96

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

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

Jeppson Wealth Management increased its Medtronic (MDT) stake by 21% in Q1 2026, buying an estimated $85.3K and bringing the position to 5,042 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #137.

Jeppson Wealth Management first reported a position in MDT in Q3 2020 and has held it in 23 quarters since. The position peaked at $695K in Q2 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Jeppson Wealth Management held 5,042 shares of Medtronic worth $437K as of Q1 2026.
  • Jeppson Wealth Management bought 890 Medtronic shares in Q1 2026, an estimated $85.3K.
  • Medtronic made up 0.14% of Jeppson Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Jeppson Wealth Management first reported a position in Medtronic in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Medtronic position peaked at $695K in Q2 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.