L.J. Altfest & Co’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$843K Buy
9,732
+43
+0.4% +$4.12K 0.09% 156
2025
Q4
$931K Buy
9,689
+518
+6% +$50.3K 0.1% 142
2025
Q3
$873K Sell
9,171
-167
-2% -$15.4K 0.1% 143
2025
Q2
$814K Buy
9,338
+94
+1% +$7.97K 0.1% 144
2025
Q1
$831K Sell
9,244
-8,883
-49% -$795K 0.1% 136
2024
Q4
$721K Buy
18,127
+9,018
+99% +$781K 0.09% 153
2024
Q3
$820K Sell
9,109
-367
-4% -$30.9K 0.11% 148
2024
Q2
$746K Buy
9,476
+42
+0.4% +$3.44K 0.1% 140
2024
Q1
$822K Buy
9,434
+133
+1% +$11.4K 0.12% 131
2023
Q4
$766K Sell
9,301
-7,067
-43% -$539K 0.11% 135
2023
Q3
$1.28M Buy
16,368
+329
+2% +$27.5K 0.2% 83
2023
Q2
$1.41M Buy
16,039
+59
+0.4% +$5.08K 0.21% 76
2023
Q1
$1.29M Buy
15,980
+92
+0.6% +$7.5K 0.2% 76
2022
Q4
$1.24M Sell
15,888
-969
-6% -$78.5K 0.2% 80
2022
Q3
$1.36M Buy
16,857
+635
+4% +$57.1K 0.26% 59
2022
Q2
$1.46M Buy
16,222
+2,767
+21% +$280K 0.26% 58
2022
Q1
$1.49M Buy
13,455
+4,562
+51% +$482K 0.27% 61
2021
Q4
$920K Buy
8,893
+468
+6% +$54.2K 0.18% 99
2021
Q3
$1.06M Buy
8,425
+7
+0.1% +$906 0.22% 78
2021
Q2
$1.04M Sell
8,418
-153
-2% -$19.2K 0.23% 81
2021
Q1
$1.01M Sell
8,571
-8,346
-49% -$978K 0.24% 84
2020
Q4
$1.98M Buy
16,917
+1,411
+9% +$155K 0.49% 36
2020
Q3
$1.61M Sell
15,506
-1,629
-10% -$164K 0.43% 38
2020
Q2
$1.57M Buy
17,135
+8,983
+110% +$861K 0.45% 40
2020
Q1
$735K Sell
8,152
-49
-0.6% -$5.21K 0.23% 72
2019
Q4
$930K Sell
8,201
-249
-3% -$27.3K 0.23% 68
2019
Q3
$918K Sell
8,450
-31
-0.4% -$3.23K 0.24% 67
2019
Q2
$826K Buy
8,481
+32
+0.4% +$2.92K 0.22% 76
2019
Q1
$770K Sell
8,449
-434
-5% -$38.8K 0.19% 75
2018
Q4
$808K Hold
8,883
0.23% 64
2018
Q3
$874K Sell
8,883
-349
-4% -$32.3K 0.25% 73
2018
Q2
$790K Buy
9,232
+1
+0% +$84 0.29% 69
2018
Q1
$741K Sell
9,231
-380
-4% -$31.3K 0.32% 73
2017
Q4
$776K Sell
9,611
-418
-4% -$33.5K 0.29% 75
2017
Q3
$780K Sell
10,029
-109
-1% -$9.05K 0.38% 70
2017
Q2
$900K Buy
10,138
+1,214
+14% +$102K 0.54% 56
2017
Q1
$719K Sell
8,924
-36
-0.4% -$2.81K 0.29% 69
2016
Q4
$638K Buy
8,960
+24
+0.3% +$1.89K 0.32% 71
2016
Q3
$772K Sell
8,936
-43
-0.5% -$3.75K 0.51% 59
2016
Q2
$779K Hold
8,979
0.54% 60
2016
Q1
$673K Sell
8,979
-392
-4% -$29.5K 0.69% 47
2015
Q4
$721K Sell
9,371
-250
-3% -$18.8K 0.71% 48
2015
Q3
$644K Buy
9,621
+198
+2% +$14.6K 0.64% 50
2015
Q2
$698K Buy
9,423
+53
+0.6% +$4.05K 0.64% 52
2015
Q1
$731K Sell
9,370
-399
-4% -$30.2K 0.68% 51
2014
Q4
$705K Buy
+9,769
New +$679K 0.58% 58
2014
Q3
Sell
-10,768
Closed -$685K 68
2014
Q2
$685K Buy
+10,768
New +$654K 0.67% 55
2014
Q1
Sell
-12,967
Closed -$744K 113
2013
Q4
$744K Buy
+12,967
New +$735K 0.63% 56

Other funds holding MDT

L.J. Altfest & Co's MDT Position: Q1 2026 in Review

L.J. Altfest & Co increased its Medtronic (MDT) stake by 0.44% in Q1 2026, buying an estimated $4.12K and bringing the position to 9,732 shares worth $843K. The position accounts for 0.09% of the portfolio, ranked #156.

L.J. Altfest & Co first reported a position in MDT in Q4 2013 and has held it in 48 quarters since. The position peaked at $1.98M in Q4 2020. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • L.J. Altfest & Co held 9,732 shares of Medtronic worth $843K as of Q1 2026.
  • L.J. Altfest & Co bought 43 Medtronic shares in Q1 2026, an estimated $4.12K.
  • Medtronic made up 0.09% of L.J. Altfest & Co's portfolio in Q1 2026, its #156 holding.
  • L.J. Altfest & Co first reported a position in Medtronic in Q4 2013 and has held it in 48 quarters since.
  • L.J. Altfest & Co's Medtronic position peaked at $1.98M in Q4 2020.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.