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LGL Partners’s Medtronic MDT Stock Holding History

LGL Partners’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
2025
Q1 		– Sell
-5,326
Closed -$425K – 92
2024
Q4 		$425K Buy
5,326
+94
+2% +$8.14K 0.06% 78
2024
Q3 		$471K Sell
5,232
-760
-13% -$63.9K 0.07% 74
2024
Q2 		$472K Sell
5,992
-291
-5% -$23.9K 0.07% 73
2024
Q1 		$548K Buy
6,283
+823
+15% +$70.2K 0.09% 65
2023
Q4 		$450K Sell
5,460
-902
-14% -$68.7K 0.06% 73
2023
Q3 		$499K Buy
6,362
+3
+0% +$251 0.09% 68
2023
Q2 		$560K Buy
6,359
+4
+0.1% +$344 0.1% 63
2023
Q1 		$512K Buy
6,355
+1,017
+19% +$82.9K 0.09% 60
2022
Q4 		$415K Sell
5,338
-1,902
-26% -$154K 0.08% 64
2022
Q3 		$585K Buy
7,240
+2,603
+56% +$234K 0.12% 49
2022
Q2 		$416K Buy
4,637
+433
+10% +$43.9K 0.07% 62
2022
Q1 		$466K Buy
4,204
+1,330
+46% +$141K 0.06% 60
2021
Q4 		$297K Buy
2,874
+2
+0.1% +$232 0.04% 82
2021
Q3 		$360K Buy
2,872
+2
+0.1% +$259 0.22% 63
2021
Q2 		$356K Buy
2,870
+403
+16% +$50.6K 0.21% 66
2021
Q1 		$291K Hold
2,467
– – 0.17% 73
2020
Q4 		$289K Hold
2,467
– – 0.17% 73
2020
Q3 		$256K Hold
2,467
– – 0.15% 80
2020
Q2 		$226K Buy
2,467
+19
+0.8% +$1.82K 0.14% 80
2020
Q1 		$221K Buy
+2,448
New +$260K 0.15% 73

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGL Partners's MDT Position: Q1 2025 in Review

LGL Partners sold out of Medtronic (MDT) in Q1 2025, closing a stake of 5,326 shares — an estimated $425K sold.

LGL Partners first reported a position in MDT in Q1 2020 and held it in 20 quarters. The position peaked at $585K in Q3 2022. 2,177 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • LGL Partners reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 5,326 Medtronic shares in Q1 2025, an estimated $425K.
  • LGL Partners first reported a position in Medtronic in Q1 2020 and held it in 20 quarters.
  • LGL Partners's Medtronic position peaked at $585K in Q3 2022.
  • 2,177 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.