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 Q3	$1.45M	Buy	16,806 +3,136	+23%	+$276K	0.21%	82
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Lynch & Associates's MDT Position: Q3 2026 in Review

Lynch & Associates increased its Medtronic (MDT) stake by 23% in Q3 2026, buying an estimated $276K and bringing the position to 16,806 shares worth $1.45M. The position accounts for 0.21% of the portfolio, ranked #82.

Lynch & Associates first reported a position in MDT in Q4 2014 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2025. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Lynch & Associates held 16,806 shares of Medtronic worth $1.45M as of Q3 2026.
Lynch & Associates bought 3,136 Medtronic shares in Q3 2026, an estimated $276K.
Medtronic made up 0.21% of Lynch & Associates's portfolio in Q3 2026, its #82 holding.
Lynch & Associates first reported a position in Medtronic in Q4 2014 and has held it in 14 quarters since.
Lynch & Associates's Medtronic position peaked at $1.46M in Q4 2025.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.