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Lantern Wealth Advisors’s Medtronic MDT Stock Holding History

Lantern Wealth Advisors’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 		$773K Sell
8,926
-662
-7% -$63.4K 0.4% 66
2025
Q4 		$921K Buy
9,588
+478
+5% +$46.4K 0.49% 55
2025
Q3 		$868K Sell
9,110
-200
-2% -$18.4K 0.46% 54
2025
Q2 		$812K Buy
+9,310
New +$790K 0.48% 57
2024
Q4 		$756K Sell
9,469
-1,468
-13% -$127K 0.49% 50
2024
Q3 		$985K Sell
10,937
-1
-0% -$84 0.68% 41
2024
Q2 		$861K Hold
10,938
– – 0.62% 44
2024
Q1 		$953K Buy
10,938
+223
+2% +$19K 0.67% 44
2023
Q4 		$883K Buy
+10,715
New +$817K 0.69% 41

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

Lantern Wealth Advisors's MDT Position: Q1 2026 in Review

Lantern Wealth Advisors reduced its Medtronic (MDT) stake by 6.9% in Q1 2026, selling an estimated $63.4K and leaving 8,926 shares worth $773K. The position accounts for 0.4% of the portfolio, ranked #66.

Lantern Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 9 quarters since. The position peaked at $985K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Lantern Wealth Advisors held 8,926 shares of Medtronic worth $773K as of Q1 2026.
  • Lantern Wealth Advisors sold 662 Medtronic shares in Q1 2026, an estimated $63.4K.
  • Medtronic made up 0.4% of Lantern Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Lantern Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 9 quarters since.
  • Lantern Wealth Advisors's Medtronic position peaked at $985K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.