Lloyd Advisory Services’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$172K Buy
2,199
+1,992
+962% +$161K 0.07% 128
2026
Q1
$18K Buy
+207
New +$19.8K 0.01% 407
2023
Q4
Sell
-24,284
Closed -$1.9M 253
2023
Q3
$1.9M Buy
+24,284
New +$2.03M 0.63% 30
2022
Q2
Sell
-559
Closed -$62K 361
2022
Q1
$62K Buy
+559
New +$59.1K 0.03% 209
2020
Q1
Sell
-10
Closed -$1K 356
2019
Q4
$1K Buy
+10
New +$1.1K ﹤0.01% 336

Other funds holding MDT

Lloyd Advisory Services's MDT Position: Q2 2026 in Review

Lloyd Advisory Services increased its Medtronic (MDT) stake by 962% in Q2 2026, buying an estimated $161K and bringing the position to 2,199 shares worth $172K. The position accounts for 0.07% of the portfolio, ranked #128.

Lloyd Advisory Services first reported a position in MDT in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.9M in Q3 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lloyd Advisory Services held 2,199 shares of Medtronic worth $172K as of Q2 2026.
  • Lloyd Advisory Services bought 1,992 Medtronic shares in Q2 2026, an estimated $161K.
  • Medtronic made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #128 holding.
  • Lloyd Advisory Services first reported a position in Medtronic in Q4 2019 and has held it in 5 quarters since.
  • Lloyd Advisory Services's Medtronic position peaked at $1.9M in Q3 2023.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.