Pinnacle Wealth Management Advisory Group’s Medtronic MDT Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$436K	Buy	5,032 +25	+0.5%	+$2.4K	0.03%	307
2025 Q4	$481K	Buy	5,007 +504	+11%	+$49K	0.03%	277
2025 Q3	$429K	Buy	4,503 +1,246	+38%	+$115K	0.03%	259
2025 Q2	$284K	Buy	3,257 +495	+18%	+$42K	0.02%	306
2025 Q1	$248K	Buy	+2,762	New	+$247K	0.02%	306
2024 Q4	–	Sell	-2,241	Closed	-$202K	–	368
2024 Q3	$202K	Buy	+2,241	New	+$189K	0.02%	346
2024 Q2	–	Sell	-2,328	Closed	-$203K	–	361
2024 Q1	$203K	Sell	2,328 -569	-20%	-$48.6K	0.02%	328
2023 Q4	$239K	Sell	2,897 -5,822	-67%	-$444K	0.03%	292
2023 Q3	$683K	Sell	8,719 -805	-8%	-$67.4K	0.09%	142
2023 Q2	$839K	Buy	9,524 +1,366	+17%	+$118K	0.1%	131
2023 Q1	$658K	Buy	8,158 +538	+7%	+$43.8K	0.09%	153
2022 Q4	$592K	Buy	7,620 +543	+8%	+$44K	0.09%	160
2022 Q3	$571K	Buy	7,077 +874	+14%	+$78.5K	0.09%	144
2022 Q2	$557K	Buy	6,203 +7	+0.1%	+$709	0.09%	160
2022 Q1	$687K	Buy	6,196 +295	+5%	+$31.2K	0.1%	155
2021 Q4	$610K	Buy	+5,901	New	+$683K	0.1%	158
2016 Q4	–	Sell	-3,950	Closed	-$341K	–	124
2016 Q3	$341K	Sell	3,950 -125	-3%	-$10.9K	0.26%	88
2016 Q2	$354K	Buy	4,075 +850	+26%	+$68.7K	0.28%	83
2016 Q1	$242K	Sell	3,225 -917	-22%	-$69.1K	0.21%	95
2015 Q4	$319K	Hold	4,142	–	–	0.29%	78
2015 Q3	$277K	Sell	4,142 -1,196	-22%	-$88.1K	0.27%	76
2015 Q2	$396K	Sell	5,338 -4,479	-46%	-$342K	0.37%	74
2015 Q1	$766K	Sell	9,817 -5,033	-34%	-$381K	0.69%	51
2014 Q4	$1.07M	Buy	+14,850	New	+$1.03M	1%	36

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

Pinnacle Wealth Management Advisory Group's MDT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Medtronic (MDT) stake by 0.5% in Q1 2026, buying an estimated $2.4K and bringing the position to 5,032 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #307.

Pinnacle Wealth Management Advisory Group first reported a position in MDT in Q4 2014 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2014. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 5,032 shares of Medtronic worth $436K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 25 Medtronic shares in Q1 2026, an estimated $2.4K.
Medtronic made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #307 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Medtronic in Q4 2014 and has held it in 24 quarters since.
Pinnacle Wealth Management Advisory Group's Medtronic position peaked at $1.07M in Q4 2014.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.