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Larry Mathis Financial Planning’s Medtronic MDT Stock Holding History

Larry Mathis Financial Planning’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 		$357K Sell
4,560
-4
-0.1% -$323 0.27% 91
2026
Q1 		$395K Sell
4,564
-124
-3% -$11.9K 0.35% 76
2025
Q4 		$450K Buy
+4,688
New +$455K 0.4% 77

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

Larry Mathis Financial Planning's MDT Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Medtronic (MDT) stake by 0.09% in Q2 2026, selling an estimated $323 and leaving 4,560 shares worth $357K. The position accounts for 0.27% of the portfolio, ranked #91.

Larry Mathis Financial Planning first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q4 2025. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Larry Mathis Financial Planning held 4,560 shares of Medtronic worth $357K as of Q2 2026.
  • Larry Mathis Financial Planning sold 4 Medtronic shares in Q2 2026, an estimated $323.
  • Medtronic made up 0.27% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #91 holding.
  • Larry Mathis Financial Planning first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Medtronic position peaked at $450K in Q4 2025.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.