LIA
MDT icon

Limestone Investment Advisors’s Medtronic MDT Stock Holding History

Limestone 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 		– Sell
-2,430
Closed -$233K – 493
2025
Q4 		$233K Buy
+2,430
New +$236K 0.02% 320

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

Limestone Investment Advisors's MDT Position: Q1 2026 in Review

Limestone Investment Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,430 shares — an estimated $233K sold.

Limestone Investment Advisors first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Limestone Investment Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,430 Medtronic shares in Q1 2026, an estimated $233K.
  • Limestone Investment Advisors first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Medtronic position peaked at $233K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.