Leonard Rickey Investment Advisors’s Medtronic MDT Stock Holding History

Leonard Rickey Investment Advisors’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	$446K	Buy	5,145 +5	+0.1%	+$479	0.08%	72
2025 Q4	$494K	Buy	5,140 +118	+2%	+$11.5K	0.09%	72
2025 Q3	$478K	Buy	5,022 +161	+3%	+$14.8K	0.09%	67
2025 Q2	$424K	Buy	4,861 +606	+14%	+$51.4K	0.08%	68
2025 Q1	$358K	Buy	4,255 +670	+19%	+$60K	0.08%	72
2024 Q4	$286K	Buy	3,585 +67	+2%	+$5.8K	0.07%	87
2024 Q3	$317K	Sell	3,518 -29	-0.8%	-$2.44K	0.07%	82
2024 Q2	$279K	Buy	3,547 +1,238	+54%	+$101K	0.07%	85
2024 Q1	$201K	Buy	+2,309	New	+$197K	0.05%	92

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

Leonard Rickey Investment Advisors's MDT Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its Medtronic (MDT) stake by 0.1% in Q1 2026, buying an estimated $479 and bringing the position to 5,145 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #72.

Leonard Rickey Investment Advisors first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $494K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Leonard Rickey Investment Advisors held 5,145 shares of Medtronic worth $446K as of Q1 2026.
Leonard Rickey Investment Advisors bought 5 Medtronic shares in Q1 2026, an estimated $479.
Medtronic made up 0.08% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #72 holding.
Leonard Rickey Investment Advisors first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Leonard Rickey Investment Advisors's Medtronic position peaked at $494K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.