LIM
MDT icon

Loudon Investment Management’s Medtronic MDT Stock Holding History

Loudon 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 		$491K Hold
5,672
– – 0.26% 71
2025
Q4 		$545K Sell
5,672
-640
-10% -$62.2K 0.28% 68
2025
Q3 		$601K Hold
6,312
– – 0.31% 68
2025
Q2 		$550K Sell
6,312
-780
-11% -$66.1K 0.3% 70
2025
Q1 		$637K Buy
7,092
+1,530
+28% +$137K 0.36% 63
2024
Q4 		$444K Sell
5,562
-2,049
-27% -$177K 0.25% 69
2024
Q3 		$685K Sell
7,611
-257
-3% -$21.6K 0.38% 60
2024
Q2 		$619K Sell
7,868
-69
-0.9% -$5.66K 0.36% 60
2024
Q1 		$692K Sell
7,937
-125
-2% -$10.7K 0.4% 57
2023
Q4 		$664K Sell
8,062
-1,090
-12% -$83.1K 0.41% 59
2023
Q3 		$717K Sell
9,152
-127
-1% -$10.6K 0.49% 52
2023
Q2 		$817K Buy
9,279
+238
+3% +$20.5K 0.54% 50
2023
Q1 		$729K Sell
9,041
-10,457
-54% -$852K 0.5% 52
2022
Q4 		$1.52M Buy
19,498
+2,460
+14% +$199K 1.09% 35
2022
Q3 		$1.38M Buy
17,038
+5,319
+45% +$478K 1.09% 34
2022
Q2 		$1.05M Buy
11,719
+1,277
+12% +$129K 0.79% 40
2022
Q1 		$1.16M Buy
10,442
+1,910
+22% +$202K 0.76% 38
2021
Q4 		$883K Hold
8,532
– – 0.56% 48
2021
Q3 		$1.07M Sell
8,532
-278
-3% -$36K 0.76% 40
2021
Q2 		$1.09M Sell
8,810
-175
-2% -$22K 0.75% 42
2021
Q1 		$1.06M Hold
8,985
– – 0.76% 40
2020
Q4 		$1.05M Hold
8,985
– – 0.82% 36
2020
Q3 		$934K Buy
8,985
+625
+7% +$62.8K 0.79% 37
2020
Q2 		$767K Hold
8,360
– – 0.66% 41
2020
Q1 		$754K Buy
8,360
+1,725
+26% +$184K 0.79% 40
2019
Q4 		$753K Hold
6,635
– – 0.59% 48
2019
Q3 		$721K Hold
6,635
– – 0.61% 48
2019
Q2 		$646K Buy
+6,635
New +$606K 0.55% 52

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

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

Loudon Investment Management held its Medtronic (MDT) position steady in Q1 2026 at 5,672 shares worth $491K. The position accounts for 0.26% of the portfolio, ranked #71.

Loudon Investment Management first reported a position in MDT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.52M in Q4 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Loudon Investment Management held 5,672 shares of Medtronic worth $491K as of Q1 2026.
  • Loudon Investment Management left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.26% of Loudon Investment Management's portfolio in Q1 2026, its #71 holding.
  • Loudon Investment Management first reported a position in Medtronic in Q2 2019 and has held it in 28 quarters since.
  • Loudon Investment Management's Medtronic position peaked at $1.52M in Q4 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.