LWM
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Lodestone Wealth Management’s Medtronic MDT Stock Holding History

Lodestone Wealth Management’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
Q2 		$22.2K Buy
284
+1
+0.4% +$81 0.01% 406
2026
Q1 		$24.5K Hold
283
– – 0.01% 384
2025
Q4 		$27.2K Buy
+283
New +$27.5K 0.01% 370

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lodestone Wealth Management's MDT Position: Q2 2026 in Review

Lodestone Wealth Management increased its Medtronic (MDT) stake by 0.35% in Q2 2026, buying an estimated $81 and bringing the position to 284 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #406.

Lodestone Wealth Management first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.2K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lodestone Wealth Management held 284 shares of Medtronic worth $22.2K as of Q2 2026.
  • Lodestone Wealth Management bought 1 Medtronic share in Q2 2026, an estimated $81.
  • Medtronic made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Lodestone Wealth Management first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Medtronic position peaked at $27.2K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.