Laurie J. Hall Trustee’s Medtronic MDT Stock Holding History

Laurie J. Hall Trustee’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
2025 Q2	–	Sell	-45,300	Closed	-$4.07M	–	114
2025 Q1	$4.07M	Sell	45,300 -50	-0.1%	-$4.47K	1.45%	25
2024 Q4	$3.62M	Buy	45,350 +1,290	+3%	+$112K	1.19%	27
2024 Q3	$3.97M	Hold	44,060	–	–	1.26%	27
2024 Q2	$3.47M	Buy	44,060 +45	+0.1%	+$3.69K	1.21%	27
2024 Q1	$3.83M	Buy	44,015 +125	+0.3%	+$10.7K	1.35%	26
2023 Q4	$3.62M	Sell	43,890 -950	-2%	-$72.4K	1.39%	28
2023 Q3	$3.51M	Buy	44,840 +990	+2%	+$82.9K	1.5%	23
2023 Q2	$3.86M	Buy	+43,850	New	+$3.78M	1.53%	20
2023 Q1	–	Sell	-33,725	Closed	-$2.62M	–	296
2022 Q4	$2.62M	Buy	33,725 +3,370	+11%	+$273K	1.18%	32
2022 Q3	$2.45M	Sell	30,355 -14,586	-32%	-$1.31M	1.21%	29
2022 Q2	$4.03M	Buy	44,941 +19,801	+79%	+$2.01M	1.89%	14
2022 Q1	$2.79M	Buy	25,140 +4,655	+23%	+$492K	1.07%	29
2021 Q4	$2.12M	Buy	20,485 +1,975	+11%	+$229K	0.75%	44
2021 Q3	$2.32M	Buy	18,510 +1,281	+7%	+$166K	0.9%	35
2021 Q2	$2.14M	Buy	17,229 +130	+0.8%	+$16.3K	0.81%	44
2021 Q1	$2.02M	Buy	17,099 +13,050	+322%	+$1.53M	0.78%	47
2020 Q4	$474K	Hold	4,049	–	–	0.19%	77
2020 Q3	$421K	Buy	+4,049	New	+$407K	0.19%	77
2019 Q4	$470K	Sell	4,149 -100	-2%	-$11K	0.22%	73
2019 Q3	$462K	Hold	4,249	–	–	0.24%	73
2019 Q2	$414K	Sell	4,249 -300	-7%	-$27.4K	0.21%	75
2019 Q1	$414K	Buy	4,549 +189	+4%	+$16.9K	0.22%	71
2018 Q4	$393K	Sell	4,360 -800	-16%	-$74.8K	0.22%	73
2018 Q3	$508K	Hold	5,160	–	–	0.27%	68
2018 Q2	$442K	Hold	5,160	–	–	0.25%	68
2018 Q1	$414K	Hold	5,160	–	–	0.25%	68
2017 Q4	$416K	Hold	5,160	–	–	0.24%	69
2017 Q3	$401K	Hold	5,160	–	–	0.25%	66
2017 Q2	$458K	Hold	5,160	–	–	0.29%	61
2017 Q1	$414K	Sell	5,160 -700	-12%	-$54.7K	0.26%	63
2016 Q4	$427K	Buy	+5,860	New	+$460K	0.27%	62
2016 Q2	$537K	Sell	6,060 -300	-5%	-$24.3K	0.35%	58
2016 Q1	$503K	Hold	6,360	–	–	0.32%	62
2015 Q4	$475K	Buy	+6,360	New	+$479K	0.34%	56
2015 Q3	–	Sell	-11,585	Closed	-$859K	–	89
2015 Q2	$859K	Hold	11,585	–	–	0.63%	41
2015 Q1	$904K	Hold	11,585	–	–	0.66%	40
2014 Q4	$836K	Sell	11,585 -1,050	-8%	-$72.9K	0.6%	42
2014 Q3	$783K	Hold	12,635	–	–	0.59%	44
2014 Q2	$805K	Hold	12,635	–	–	0.6%	42
2014 Q1	$778K	Sell	12,635 -3,000	-19%	-$175K	0.6%	41
2013 Q4	$897K	Hold	15,635	–	–	0.69%	39
2013 Q3	$833K	Hold	15,635	–	–	0.7%	40
2013 Q2	$805K	Buy	+15,635	New	+$773K	0.71%	41

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurie J. Hall Trustee's MDT Position: Q2 2025 in Review

Laurie J. Hall Trustee sold out of Medtronic (MDT) in Q2 2025, closing a stake of 45,300 shares — an estimated $4.07M sold.

Laurie J. Hall Trustee first reported a position in MDT in Q2 2013 and held it in 43 quarters. The position peaked at $4.07M in Q1 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Laurie J. Hall Trustee reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 45,300 Medtronic shares in Q2 2025, an estimated $4.07M.
Laurie J. Hall Trustee first reported a position in Medtronic in Q2 2013 and held it in 43 quarters.
Laurie J. Hall Trustee's Medtronic position peaked at $4.07M in Q1 2025.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2025, filed 15 Jul 2025.