MTC
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McDaniel Terry & Co’s Medtronic MDT Stock Holding History

McDaniel Terry & Co’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 		$537K Buy
6,203
+408
+7% +$39.1K 0.05% 60
2025
Q4 		$557K Sell
5,795
-2,653
-31% -$258K 0.05% 57
2025
Q3 		$805K Hold
8,448
– – 0.06% 57
2025
Q2 		$736K Sell
8,448
-120
-1% -$10.2K 0.06% 57
2025
Q1 		$770K Hold
8,568
– – 0.07% 55
2024
Q4 		$684K Hold
8,568
– – 0.06% 57
2024
Q3 		$771K Buy
8,568
+250
+3% +$21K 0.06% 53
2024
Q2 		$655K Sell
8,318
-273
-3% -$22.4K 0.06% 58
2024
Q1 		$749K Sell
8,591
-65
-0.8% -$5.55K 0.07% 57
2023
Q4 		$713K Sell
8,656
-225
-3% -$17.1K 0.07% 57
2023
Q3 		$696K Buy
8,881
+190
+2% +$15.9K 0.07% 57
2023
Q2 		$766K Sell
8,691
-416
-5% -$35.8K 0.08% 53
2023
Q1 		$734K Buy
9,107
+847
+10% +$69K 0.08% 50
2022
Q4 		$642K Sell
8,260
-28
-0.3% -$2.27K 0.07% 49
2022
Q3 		$669K Hold
8,288
– – 0.09% 48
2022
Q2 		$744K Hold
8,288
– – 0.09% 47
2022
Q1 		$920K Sell
8,288
-411
-5% -$43.4K 0.1% 45
2021
Q4 		$900K Buy
8,699
+812
+10% +$94K 0.09% 53
2021
Q3 		$989K Hold
7,887
– – 0.12% 42
2021
Q2 		$979K Buy
7,887
+35
+0.4% +$4.39K 0.11% 42
2021
Q1 		$928K Buy
7,852
+22
+0.3% +$2.58K 0.11% 43
2020
Q4 		$917K Buy
7,830
+73
+0.9% +$8.04K 0.12% 41
2020
Q3 		$806K Sell
7,757
-25
-0.3% -$2.51K 0.11% 41
2020
Q2 		$714K Buy
7,782
+66
+0.9% +$6.33K 0.11% 43
2020
Q1 		$696K Buy
7,716
+140
+2% +$14.9K 0.13% 39
2019
Q4 		$859K Hold
7,576
– – 0.13% 39
2019
Q3 		$823K Buy
7,576
+1,011
+15% +$105K 0.13% 39
2019
Q2 		$639K Sell
6,565
-16
-0.2% -$1.46K 0.11% 40
2019
Q1 		$599K Sell
6,581
-42
-0.6% -$3.76K 0.1% 39
2018
Q4 		$602K Buy
6,623
+30
+0.5% +$2.8K 0.12% 38
2018
Q3 		$649K Buy
6,593
+120
+2% +$11.1K 0.11% 38
2018
Q2 		$554K Buy
6,473
+216
+3% +$18K 0.1% 40
2018
Q1 		$502K Hold
6,257
– – 0.09% 39
2017
Q4 		$505K Hold
6,257
– – 0.09% 40
2017
Q3 		$487K Hold
6,257
– – 0.09% 41
2017
Q2 		$555K Hold
6,257
– – 0.11% 39
2017
Q1 		$504K Sell
6,257
-40
-0.6% -$3.13K 0.1% 41
2016
Q4 		$449K Hold
6,297
– – 0.09% 41
2016
Q3 		$544K Sell
6,297
-3,000
-32% -$261K 0.12% 38
2016
Q2 		$807K Hold
9,297
– – 0.18% 32
2016
Q1 		$697K Hold
9,297
– – 0.16% 32
2015
Q4 		$715K Buy
9,297
+228
+3% +$17.2K 0.19% 31
2015
Q3 		$607K Hold
9,069
– – 0.17% 31
2015
Q2 		$672K Sell
9,069
-189
-2% -$14.4K 0.17% 33
2015
Q1 		$722K Buy
9,258
+276
+3% +$20.9K 0.18% 30
2014
Q4 		$649K Hold
8,982
– – 0.15% 33
2014
Q3 		$556K Buy
8,982
+402
+5% +$25.6K 0.13% 35
2014
Q2 		$547K Hold
8,580
– – 0.13% 35
2014
Q1 		$528K Sell
8,580
-20
-0.2% -$1.17K 0.13% 39
2013
Q4 		$494K Hold
8,600
– – 0.12% 41
2013
Q3 		$458K Hold
8,600
– – 0.13% 43
2013
Q2 		$443K Buy
+8,600
New +$425K 0.13% 43

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

McDaniel Terry & Co's MDT Position: Q1 2026 in Review

McDaniel Terry & Co increased its Medtronic (MDT) stake by 7% in Q1 2026, buying an estimated $39.1K and bringing the position to 6,203 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #60.

McDaniel Terry & Co first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $989K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • McDaniel Terry & Co held 6,203 shares of Medtronic worth $537K as of Q1 2026.
  • McDaniel Terry & Co bought 408 Medtronic shares in Q1 2026, an estimated $39.1K.
  • Medtronic made up 0.05% of McDaniel Terry & Co's portfolio in Q1 2026, its #60 holding.
  • McDaniel Terry & Co first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • McDaniel Terry & Co's Medtronic position peaked at $989K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.