Lyell Wealth Management
MDT icon

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
Q3 		$648K Sell
7,515
-2,475
-25% -$218K 0.04% 153
2026
Q2 		$782K Hold
9,990
– – 0.05% 137
2026
Q1 		$866K Sell
9,990
-250
-2% -$24K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lyell Wealth Management's MDT Position: Q3 2026 in Review

Lyell Wealth Management reduced its Medtronic (MDT) stake by 25% in Q3 2026, selling an estimated $218K and leaving 7,515 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #153.

Lyell Wealth Management first reported a position in MDT in Q2 2025 and has held it in 6 quarters since. The position peaked at $984K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Lyell Wealth Management held 7,515 shares of Medtronic worth $648K as of Q3 2026.
  • Lyell Wealth Management sold 2,475 Medtronic shares in Q3 2026, an estimated $218K.
  • Medtronic made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Lyell Wealth Management first reported a position in Medtronic in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's Medtronic position peaked at $984K in Q4 2025.
  • 1,372 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.