Lavaca Capital’s Medtronic MDT Stock Holding History

Lavaca Capital’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	$43.3K	Sell	500 -192	-28%	-$18.4K	0.01%	180
2025 Q4	$66.5K	Hold	692	–	–	0.01%	146
2025 Q3	$65.9K	Hold	692	–	–	0.01%	146
2025 Q2	$60.3K	Buy	692 +200	+41%	+$17K	0.02%	152
2025 Q1	$44.2K	Hold	492	–	–	0.02%	159
2024 Q4	$39.3K	Buy	+492	New	+$42.6K	0.02%	200
2023 Q3	–	Sell	-5,260	Closed	-$463K	–	151
2023 Q2	$463K	Buy	+5,260	New	+$453K	0.14%	111
2019 Q1	–	Sell	-217	Closed	-$20K	–	400
2018 Q4	$20K	Buy	+217	New	+$20.3K	0.02%	185

Other funds holding MDT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 Boston, Massachusetts $298B AUM 21.96% 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

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

Lavaca Capital's MDT Position: Q1 2026 in Review

Lavaca Capital reduced its Medtronic (MDT) stake by 28% in Q1 2026, selling an estimated $18.4K and leaving 500 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #180.

Lavaca Capital first reported a position in MDT in Q4 2018 and has held it in 8 quarters since. The position peaked at $463K in Q2 2023. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Lavaca Capital held 500 shares of Medtronic worth $43.3K as of Q1 2026.
Lavaca Capital sold 192 Medtronic shares in Q1 2026, an estimated $18.4K.
Medtronic made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #180 holding.
Lavaca Capital first reported a position in Medtronic in Q4 2018 and has held it in 8 quarters since.
Lavaca Capital's Medtronic position peaked at $463K in Q2 2023.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.