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Kiker Wealth Management’s Medtronic MDT Stock Holding History

Kiker 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 		$646K Buy
+7,459
New +$715K 0.31% 50
2025
Q3 		– Sell
-7,234
Closed -$631K – 473
2025
Q2 		$631K Buy
7,234
+1,021
+16% +$86.6K 0.36% 54
2025
Q1 		$558K Sell
6,213
-418
-6% -$37.4K 0.38% 55
2024
Q4 		$530K Buy
+6,631
New +$574K 0.43% 52

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

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

Kiker Wealth Management opened a new position in Medtronic (MDT) in Q1 2026: 7,459 shares worth $646K. The stake represents 0.31% of the portfolio and ranks #50 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in MDT as recently as Q2 2025.

Kiker Wealth Management first reported a position in MDT in Q4 2024 and has held it in 4 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Kiker Wealth Management held 7,459 shares of Medtronic worth $646K as of Q1 2026.
  • Medtronic was a new Kiker Wealth Management position in Q1 2026.
  • Medtronic made up 0.31% of Kiker Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Kiker Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 4 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.