LPL Financial
MDT icon

LPL Financial’s Medtronic MDT Stock Holding History

LPL Financial’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 		$321K Sell
3,700
-900
-20% -$86.2K ﹤0.01% 5144
2025
Q4 		$442K Buy
4,600
+400
+10% +$38.9K ﹤0.01% 4830
2025
Q3 		$400K Buy
4,200
+300
+8% +$27.6K ﹤0.01% 4812
2025
Q2 		$340K Sell
3,900
-200
-5% -$17K ﹤0.01% 4688
2025
Q1 		$368K Buy
+4,100
New +$367K ﹤0.01% 4435
2024
Q2 		– Sell
-28
Closed -$244K – 5084
2024
Q1 		$244K Buy
+28
New +$2.39K ﹤0.01% 4359

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

LPL Financial's MDT Position: Q1 2026 in Review

LPL Financial increased its Medtronic (MDT) stake by 13% in Q1 2026, buying an estimated $22.1M and bringing the position to 2,004,859 shares worth $174M. The position accounts for 0.05% of the portfolio, ranked #379.

LPL Financial first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • LPL Financial held 2,004,859 shares of Medtronic worth $174M as of Q1 2026.
  • LPL Financial bought 231,145 Medtronic shares in Q1 2026, an estimated $22.1M.
  • Medtronic made up 0.05% of LPL Financial's portfolio in Q1 2026, its #379 holding.
  • LPL Financial first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.