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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
Q2 		$503K Buy
6,433
+1,391
+28% +$112K 0.15% 137
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 $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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jeppson Wealth Management's MDT Position: Q2 2026 in Review

Jeppson Wealth Management increased its Medtronic (MDT) stake by 28% in Q2 2026, buying an estimated $112K and bringing the position to 6,433 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #137.

Jeppson Wealth Management first reported a position in MDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $695K in Q2 2022. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Jeppson Wealth Management held 6,433 shares of Medtronic worth $503K as of Q2 2026.
  • Jeppson Wealth Management bought 1,391 Medtronic shares in Q2 2026, an estimated $112K.
  • Medtronic made up 0.15% of Jeppson Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Jeppson Wealth Management first reported a position in Medtronic in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Medtronic position peaked at $695K in Q2 2022.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.