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Lyell Wealth Management’s Medtronic MDT Stock Holding History

Lyell 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 		$782K Hold
9,990
– – 0.05% 137
2026
Q1 		$866K Sell
9,990
-250
-2% -$23.9K 0.06% 124
2025
Q4 		$984K Hold
10,240
– – 0.07% 118
2025
Q3 		$975K Hold
10,240
– – 0.07% 121
2025
Q2 		$893K Buy
+10,240
New +$868K 0.07% 126

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

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

Lyell Wealth Management held its Medtronic (MDT) position steady in Q2 2026 at 9,990 shares worth $782K. The position accounts for 0.05% of the portfolio, ranked #137.

Lyell Wealth Management first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $984K in Q4 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lyell Wealth Management held 9,990 shares of Medtronic worth $782K as of Q2 2026.
  • Lyell Wealth Management left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.05% of Lyell Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Lyell Wealth Management first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's Medtronic position peaked at $984K in Q4 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.