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Legacy Trust’s Medtronic MDT Stock Holding History

Legacy Trust’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 		$280K Sell
3,231
-10
-0.3% -$958 0.05% 179
2025
Q4 		$311K Buy
3,241
+55
+2% +$5.34K 0.06% 164
2025
Q3 		$303K Buy
+3,186
New +$293K 0.06% 159

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

Legacy Trust's MDT Position: Q1 2026 in Review

Legacy Trust reduced its Medtronic (MDT) stake by 0.31% in Q1 2026, selling an estimated $958 and leaving 3,231 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #179.

Legacy Trust first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Legacy Trust held 3,231 shares of Medtronic worth $280K as of Q1 2026.
  • Legacy Trust sold 10 Medtronic shares in Q1 2026, an estimated $958.
  • Medtronic made up 0.05% of Legacy Trust's portfolio in Q1 2026, its #179 holding.
  • Legacy Trust first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Legacy Trust's Medtronic position peaked at $311K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.