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Leavell Investment Management’s Medtronic MDT Stock Holding History

Leavell Investment Management’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 		$633K Buy
7,242
+195
+3% +$18.7K 0.03% 378
2025
Q4 		$682K Buy
7,047
+199
+3% +$19.3K 0.03% 351
2025
Q3 		$657K Buy
6,848
+1,335
+24% +$123K 0.03% 364
2025
Q2 		$484K Buy
5,513
+103
+2% +$8.73K 0.02% 411
2025
Q1 		$490K Buy
5,410
+79
+1% +$7.07K 0.02% 386
2024
Q4 		$430K Buy
5,331
+226
+4% +$19.6K 0.02% 398
2024
Q3 		$463K Sell
5,105
-70
-1% -$5.89K 0.02% 396
2024
Q2 		$411K Buy
5,175
+351
+7% +$28.8K 0.02% 386
2024
Q1 		$424K Sell
4,824
-692
-13% -$59.1K 0.02% 372
2023
Q4 		$458K Buy
5,516
+242
+5% +$18.4K 0.03% 341
2023
Q3 		$417K Buy
5,274
+219
+4% +$18.3K 0.03% 347
2023
Q2 		$449K Sell
5,055
-475
-9% -$40.9K 0.03% 343
2023
Q1 		$450K Buy
5,530
+63
+1% +$5.13K 0.03% 333
2022
Q4 		$429K Sell
5,467
-263
-5% -$21.3K 0.03% 331
2022
Q3 		$467K Buy
5,730
+984
+21% +$88.4K 0.04% 314
2022
Q2 		$429K Buy
4,746
+75
+2% +$7.6K 0.03% 324
2022
Q1 		$521K Sell
4,671
-380
-8% -$40.1K 0.04% 303
2021
Q4 		$526K Sell
5,051
-1,656
-25% -$192K 0.04% 310
2021
Q3 		$845K Buy
6,707
+1,272
+23% +$165K 0.06% 240
2021
Q2 		$645K Hold
5,435
– – 0.05% 261
2021
Q1 		$645K Sell
5,435
-147
-3% -$17.2K 0.05% 261
2020
Q4 		$657K Sell
5,582
-447
-7% -$49.2K 0.06% 249
2020
Q3 		$630K Buy
6,029
+117
+2% +$11.8K 0.05% 240
2020
Q2 		$546K Sell
5,912
-53
-0.9% -$5.08K 0.05% 245
2020
Q1 		$541K Hold
5,965
– – 0.06% 222
2019
Q4 		$680K Buy
5,965
+867
+17% +$95.1K 0.06% 235
2019
Q3 		$556K Buy
5,098
+94
+2% +$9.81K 0.06% 255
2019
Q2 		$487K Hold
5,004
– – 0.05% 266
2019
Q1 		$458K Sell
5,004
-70
-1% -$6.26K 0.05% 267
2018
Q4 		$464K Sell
5,074
-217
-4% -$20.3K 0.06% 243
2018
Q3 		$523K Hold
5,291
– – 0.06% 250
2018
Q2 		$453K Hold
5,291
– – 0.05% 263
2018
Q1 		$427K Buy
5,291
+200
+4% +$16.5K 0.05% 273
2017
Q4 		$411K Sell
5,091
-400
-7% -$32K 0.05% 284
2017
Q3 		$427K Sell
5,491
-150
-3% -$12.5K 0.05% 267
2017
Q2 		$501K Hold
5,641
– – 0.06% 249
2017
Q1 		$454K Buy
5,641
+536
+10% +$41.9K 0.06% 250
2016
Q4 		$364K Sell
5,105
-27
-0.5% -$2.12K 0.05% 272
2016
Q3 		$443K Buy
5,132
+75
+1% +$6.54K 0.07% 252
2016
Q2 		$439K Buy
5,057
+600
+13% +$48.5K 0.06% 256
2016
Q1 		$334K Sell
4,457
-700
-14% -$52.7K 0.05% 283
2015
Q4 		$397K Sell
5,157
-100
-2% -$7.53K 0.06% 256
2015
Q3 		$352K Sell
5,257
-4,245
-45% -$313K 0.06% 276
2015
Q2 		$704K Hold
9,502
– – 0.11% 194
2015
Q1 		$741K Buy
9,502
+3,992
+72% +$303K 0.11% 195
2014
Q4 		$398K Sell
5,510
-85
-2% -$5.91K 0.06% 279
2014
Q3 		$347K Hold
5,595
– – 0.06% 285
2014
Q2 		$357K Hold
5,595
– – 0.06% 279
2014
Q1 		$344K Sell
5,595
-200
-3% -$11.7K 0.06% 279
2013
Q4 		$333K Hold
5,795
– – 0.06% 287
2013
Q3 		$309K Hold
5,795
– – 0.06% 290
2013
Q2 		$298K Buy
+5,795
New +$286K 0.06% 287

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

Leavell Investment Management's MDT Position: Q1 2026 in Review

Leavell Investment Management increased its Medtronic (MDT) stake by 2.8% in Q1 2026, buying an estimated $18.7K and bringing the position to 7,242 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #378.

Leavell Investment Management first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $845K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Leavell Investment Management held 7,242 shares of Medtronic worth $633K as of Q1 2026.
  • Leavell Investment Management bought 195 Medtronic shares in Q1 2026, an estimated $18.7K.
  • Medtronic made up 0.03% of Leavell Investment Management's portfolio in Q1 2026, its #378 holding.
  • Leavell Investment Management first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Leavell Investment Management's Medtronic position peaked at $845K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.