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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
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 $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

Lyell Wealth Management's MDT Position: Q1 2026 in Review

Lyell Wealth Management reduced its Medtronic (MDT) stake by 2.4% in Q1 2026, selling an estimated $23.9K and leaving 9,990 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #124.

Lyell Wealth Management first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $984K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Lyell Wealth Management held 9,990 shares of Medtronic worth $866K as of Q1 2026.
  • Lyell Wealth Management sold 250 Medtronic shares in Q1 2026, an estimated $23.9K.
  • Medtronic made up 0.06% of Lyell Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Lyell Wealth Management first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's Medtronic position peaked at $984K in Q4 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.