LVM Capital Management’s Medtronic MDT Stock Holding History

LVM Capital 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	$762K	Sell	9,745 -1,465	-13%	-$118K	0.06%	90
2026 Q1	$971K	Sell	11,210 -986	-8%	-$94.5K	0.09%	77
2025 Q4	$1.17M	Sell	12,196 -1,505	-11%	-$146K	0.11%	71
2025 Q3	$1.3M	Sell	13,701 -1,200	-8%	-$110K	0.13%	67
2025 Q2	$1.3M	Sell	14,901 -400	-3%	-$33.9K	0.13%	67
2025 Q1	$1.38M	Sell	15,301 -2,802	-15%	-$251K	0.15%	65
2024 Q4	$1.45M	Sell	18,103 -13,838	-43%	-$1.2M	0.16%	63
2024 Q3	$2.51M	Hold	31,941	–	–	0.29%	51
2024 Q2	$2.51M	Sell	31,941 -3,518	-10%	-$288K	0.29%	51
2024 Q1	$3.09M	Sell	35,459 -5,420	-13%	-$463K	0.37%	48
2023 Q4	$3.37M	Sell	40,879 -7,335	-15%	-$559K	0.43%	46
2023 Q3	$3.78M	Sell	48,214 -24,260	-33%	-$2.03M	0.53%	43
2023 Q2	$6.38M	Sell	72,474 -160	-0.2%	-$13.8K	0.85%	35
2023 Q1	$5.86M	Sell	72,634 -1,201	-2%	-$97.9K	0.81%	37
2022 Q4	$5.74M	Sell	73,835 -30,061	-29%	-$2.44M	0.83%	38
2022 Q3	$8.39M	Sell	103,896 -3,505	-3%	-$315K	1.28%	32
2022 Q2	$9.64M	Buy	107,401 +6,100	+6%	+$618K	1.4%	28
2022 Q1	$11.2M	Buy	101,301 +5,190	+5%	+$548K	1.48%	27
2021 Q4	$9.94M	Buy	96,111 +94,059	+4,584%	+$10.9M	1.33%	28
2021 Q3	$257K	Buy	2,052 +40	+2%	+$5.18K	0.04%	110
2021 Q2	$250K	Hold	2,012	–	–	0.04%	113
2021 Q1	$238K	Buy	2,012 +100	+5%	+$11.7K	0.04%	113
2020 Q4	$224K	Buy	+1,912	New	+$210K	0.04%	111
2020 Q1	–	Sell	-1,827	Closed	-$207K	–	111
2019 Q4	$207K	Buy	+1,827	New	+$200K	0.04%	110
2018 Q4	–	Sell	-2,087	Closed	-$205K	–	109
2018 Q3	$205K	Buy	+2,087	New	+$193K	0.05%	110
2016 Q3	–	Sell	-2,497	Closed	-$217K	–	124
2016 Q2	$217K	Buy	+2,497	New	+$202K	0.06%	105
2015 Q3	–	Sell	-4,081	Closed	-$302K	–	111
2015 Q2	$302K	Hold	4,081	–	–	0.1%	88
2015 Q1	$318K	Buy	+4,081	New	+$309K	0.11%	82

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's MDT Position: Q2 2026 in Review

LVM Capital Management reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $118K and leaving 9,745 shares worth $762K. The position accounts for 0.06% of the portfolio, ranked #90.

LVM Capital Management first reported a position in MDT in Q1 2015 and has held it in 28 quarters since. The position peaked at $11.2M in Q1 2022. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

LVM Capital Management held 9,745 shares of Medtronic worth $762K as of Q2 2026.
LVM Capital Management sold 1,465 Medtronic shares in Q2 2026, an estimated $118K.
Medtronic made up 0.06% of LVM Capital Management's portfolio in Q2 2026, its #90 holding.
LVM Capital Management first reported a position in Medtronic in Q1 2015 and has held it in 28 quarters since.
LVM Capital Management's Medtronic position peaked at $11.2M in Q1 2022.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.