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Lederer & Associates Investment Counsel’s Medtronic MDT Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.08M Sell
13,833
-266
-2% -$21.5K 0.71% 48
2026
Q1 		$1.22M Buy
14,099
+68
+0.5% +$6.51K 0.87% 39
2025
Q4 		$1.35M Sell
14,031
-366
-3% -$35.6K 0.9% 36
2025
Q3 		$1.37M Sell
14,397
-268
-2% -$24.6K 0.89% 40
2025
Q2 		$1.28M Sell
14,665
-114
-0.8% -$9.67K 0.85% 40
2025
Q1 		$1.33M Sell
14,779
-502
-3% -$44.9K 0.97% 35
2024
Q4 		$1.22M Sell
15,281
-70
-0.5% -$6.06K 0.85% 40
2024
Q3 		$1.38M Sell
15,351
-51
-0.3% -$4.29K 0.97% 38
2024
Q2 		$1.21M Sell
15,402
-669
-4% -$54.8K 0.88% 40
2024
Q1 		$1.4M Sell
16,071
-39
-0.2% -$3.33K 0.97% 37
2023
Q4 		$1.33M Sell
16,110
-1,650
-9% -$126K 0.98% 36
2023
Q3 		$1.39M Buy
17,760
+459
+3% +$38.4K 1.11% 32
2023
Q2 		$1.52M Buy
17,301
+805
+5% +$69.3K 1.15% 34
2023
Q1 		$1.33M Buy
16,496
+472
+3% +$38.5K 1.03% 39
2022
Q4 		$1.25M Sell
16,024
-845
-5% -$68.5K 1.02% 37
2022
Q3 		$1.36M Sell
16,869
-226
-1% -$20.3K 1.15% 28
2022
Q2 		$1.53M Sell
17,095
-4,338
-20% -$440K 1.18% 28
2022
Q1 		$2.38M Buy
21,433
+170
+0.8% +$18K 1.46% 23
2021
Q4 		$2.2M Buy
21,263
+650
+3% +$75.3K 1.28% 29
2021
Q3 		$2.58M Sell
20,613
-746
-3% -$96.6K 1.67% 19
2021
Q2 		$2.65M Buy
21,359
+210
+1% +$26.4K 1.77% 18
2021
Q1 		$2.5M Buy
21,149
+1,354
+7% +$159K 1.76% 19
2020
Q4 		$2.32M Sell
19,795
-175
-0.9% -$19.3K 1.78% 22
2020
Q3 		$2.08M Buy
19,970
+1,555
+8% +$156K 1.73% 20
2020
Q2 		$1.69M Buy
+18,415
New +$1.77M 1.58% 27

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Lederer & Associates Investment Counsel's MDT Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Medtronic (MDT) stake by 1.9% in Q2 2026, selling an estimated $21.5K and leaving 13,833 shares worth $1.08M. The position accounts for 0.71% of the portfolio, ranked #48.

Lederer & Associates Investment Counsel first reported a position in MDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.65M in Q2 2021. 866 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lederer & Associates Investment Counsel held 13,833 shares of Medtronic worth $1.08M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 266 Medtronic shares in Q2 2026, an estimated $21.5K.
  • Medtronic made up 0.71% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #48 holding.
  • Lederer & Associates Investment Counsel first reported a position in Medtronic in Q2 2020 and has held it in 25 quarters since.
  • Lederer & Associates Investment Counsel's Medtronic position peaked at $2.65M in Q2 2021.
  • 866 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.