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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
Q2 		$792K Buy
10,127
+1,201
+13% +$96.9K 0.36% 68
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 $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

Lantern Wealth Advisors's MDT Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Medtronic (MDT) stake by 13% in Q2 2026, buying an estimated $96.9K and bringing the position to 10,127 shares worth $792K. The position accounts for 0.36% of the portfolio, ranked #68.

Lantern Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $985K in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lantern Wealth Advisors held 10,127 shares of Medtronic worth $792K as of Q2 2026.
  • Lantern Wealth Advisors bought 1,201 Medtronic shares in Q2 2026, an estimated $96.9K.
  • Medtronic made up 0.36% of Lantern Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Lantern Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Medtronic position peaked at $985K in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.