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Longfellow Investment Management’s Medtronic MDT Stock Holding History

Longfellow Investment 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
Q1 		$760K Hold
8,772
– – 0.16% 91
2025
Q4 		$843K Sell
8,772
-1,582
-15% -$154K 0.19% 86
2025
Q3 		$986K Hold
10,354
– – 0.23% 73
2025
Q2 		$903K Buy
10,354
+3,362
+48% +$285K 0.22% 76
2025
Q1 		$628K Sell
6,992
-7,683
-52% -$687K 0.15% 88
2024
Q4 		$1.17M Sell
14,675
-938
-6% -$81.2K 0.3% 41
2024
Q3 		$1.41M Buy
15,613
+94
+0.6% +$7.91K 0.35% 36
2024
Q2 		$1.22M Buy
15,519
+105
+0.7% +$8.61K 0.31% 41
2024
Q1 		$1.34M Sell
15,414
-3,314
-18% -$283K 0.3% 38
2023
Q4 		$1.54M Sell
18,728
-2,525
-12% -$192K 0.38% 33
2023
Q3 		$1.67M Sell
21,253
-2,586
-11% -$216K 0.44% 35
2023
Q2 		$2.1M Sell
23,839
-1,351
-5% -$116K 0.48% 29
2023
Q1 		$2.03M Buy
25,190
+3,876
+18% +$316K 0.46% 28
2022
Q4 		$1.66M Buy
21,314
+2,391
+13% +$194K 0.38% 50
2022
Q3 		$1.53M Hold
18,923
– – 0.31% 73
2022
Q2 		$1.7M Buy
18,923
+2,895
+18% +$293K 0.37% 51
2022
Q1 		$1.78M Hold
16,028
– – 0.29% 92
2021
Q4 		$1.66M Buy
16,028
+15,996
+49,988% +$1.85M 0.27% 90
2021
Q3 		$5K Hold
32
– – ﹤0.01% 336
2021
Q2 		$4K Sell
32
-17,450
-100% -$2.19M ﹤0.01% 358
2021
Q1 		$2.07M Buy
17,482
+224
+1% +$26.3K 0.25% 100
2020
Q4 		$2.03M Buy
+17,258
New +$1.9M 0.24% 102

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

Longfellow Investment Management's MDT Position: Q1 2026 in Review

Longfellow Investment Management held its Medtronic (MDT) position steady in Q1 2026 at 8,772 shares worth $760K. The position accounts for 0.16% of the portfolio, ranked #91.

Longfellow Investment Management first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q2 2023. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Longfellow Investment Management held 8,772 shares of Medtronic worth $760K as of Q1 2026.
  • Longfellow Investment Management left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.16% of Longfellow Investment Management's portfolio in Q1 2026, its #91 holding.
  • Longfellow Investment Management first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Medtronic position peaked at $2.1M in Q2 2023.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.