Patrick M. Sweeney & Associates’s Medtronic MDT Stock Holding History

Patrick M. Sweeney & 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 Q1	$629K	Sell	7,254 -10	-0.1%	-$958	0.4%	64
2025 Q4	$698K	Buy	7,264 +30	+0.4%	+$2.91K	0.44%	60
2025 Q3	$689K	Buy	7,234 +80	+1%	+$7.35K	0.45%	56
2025 Q2	$632K	Buy	7,154 +200	+3%	+$17K	0.44%	59
2025 Q1	$625K	Hold	6,954	–	–	0.47%	54
2024 Q4	$555K	Buy	6,954 +455	+7%	+$39.4K	0.42%	65
2024 Q3	$585K	Buy	6,499 +444	+7%	+$37.4K	0.43%	62
2024 Q2	$477K	Buy	6,055 +305	+5%	+$25K	0.39%	69
2024 Q1	$511K	Buy	5,750 +125	+2%	+$10.7K	0.42%	64
2023 Q4	$463K	Buy	+5,625	New	+$429K	0.42%	62

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patrick M. Sweeney & Associates's MDT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Medtronic (MDT) stake by 0.14% in Q1 2026, selling an estimated $958 and leaving 7,254 shares worth $629K. The position accounts for 0.4% of the portfolio, ranked #64.

Patrick M. Sweeney & Associates first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $698K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Patrick M. Sweeney & Associates held 7,254 shares of Medtronic worth $629K as of Q1 2026.
Patrick M. Sweeney & Associates sold 10 Medtronic shares in Q1 2026, an estimated $958.
Medtronic made up 0.4% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #64 holding.
Patrick M. Sweeney & Associates first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Medtronic position peaked at $698K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.