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Lynch & Associates’s Medtronic MDT Stock Holding History

Lynch & Associates’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 		$1.07M Sell
13,670
-1,895
-12% -$153K 0.19% 85
2026
Q1 		$1.35M Buy
15,565
+368
+2% +$35.3K 0.25% 78
2025
Q4 		$1.46M Buy
15,197
+4,370
+40% +$424K 0.28% 73
2025
Q3 		$1.03M Buy
10,827
+1,060
+11% +$97.4K 0.2% 81
2025
Q2 		$851K Buy
9,767
+53
+0.5% +$4.5K 0.17% 85
2025
Q1 		$873K Buy
9,714
+455
+5% +$40.7K 0.19% 80
2024
Q4 		$740K Buy
9,259
+1,935
+26% +$168K 0.16% 78
2024
Q3 		$659K Buy
7,324
+1,000
+16% +$84.1K 0.14% 82
2024
Q2 		$498K Buy
6,324
+1,585
+33% +$130K 0.11% 88
2024
Q1 		$413K Buy
+4,739
New +$404K 0.1% 97
2015
Q3 		– Sell
-2,734
Closed -$203K – 109
2015
Q2 		$203K Sell
2,734
-50
-2% -$3.82K 0.11% 102
2015
Q1 		$217K Sell
2,784
-50
-2% -$3.79K 0.11% 100
2014
Q4 		$205K Buy
+2,834
New +$197K 0.11% 91

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lynch & Associates's MDT Position: Q2 2026 in Review

Lynch & Associates reduced its Medtronic (MDT) stake by 12% in Q2 2026, selling an estimated $153K and leaving 13,670 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #85.

Lynch & Associates first reported a position in MDT in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lynch & Associates held 13,670 shares of Medtronic worth $1.07M as of Q2 2026.
  • Lynch & Associates sold 1,895 Medtronic shares in Q2 2026, an estimated $153K.
  • Medtronic made up 0.19% of Lynch & Associates's portfolio in Q2 2026, its #85 holding.
  • Lynch & Associates first reported a position in Medtronic in Q4 2014 and has held it in 13 quarters since.
  • Lynch & Associates's Medtronic position peaked at $1.46M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.