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Poehling Capital Management’s Medtronic MDT Stock Holding History

Poehling Capital Management’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 		$5.52M Sell
63,658
-237
-0.4% -$22.7K 1.16% 25
2025
Q4 		$6.14M Sell
63,895
-310
-0.5% -$30.1K 1.26% 25
2025
Q3 		$6.11M Sell
64,205
-821
-1% -$75.5K 1.29% 24
2025
Q2 		$5.67M Buy
65,026
+28
+0% +$2.38K 1.32% 23
2025
Q1 		$5.84M Sell
64,998
-5,114
-7% -$458K 1.48% 18
2024
Q4 		$5.6M Buy
70,112
+310
+0.4% +$26.8K 1.38% 20
2024
Q3 		$6.28M Sell
69,802
-1,627
-2% -$137K 1.61% 16
2024
Q2 		$5.62M Buy
71,429
+53
+0.1% +$4.34K 1.54% 19
2024
Q1 		$6.22M Buy
71,376
+501
+0.7% +$42.8K 1.67% 18
2023
Q4 		$5.84M Buy
70,875
+13,738
+24% +$1.05M 1.85% 17
2023
Q3 		$4.48M Buy
57,137
+1,102
+2% +$92.3K 1.57% 20
2023
Q2 		$4.94M Sell
56,035
-4,526
-7% -$390K 1.67% 21
2023
Q1 		$4.88M Buy
60,561
+2,738
+5% +$223K 1.65% 21
2022
Q4 		$4.49M Buy
57,823
+54,657
+1,726% +$4.43M 1.68% 21
2022
Q3 		$256K Buy
3,166
+50
+2% +$4.49K 0.11% 94
2022
Q2 		$280K Buy
3,116
+729
+31% +$73.9K 0.11% 96
2022
Q1 		$265K Buy
2,387
+115
+5% +$12.2K 0.08% 130
2021
Q4 		$235K Sell
2,272
-302
-12% -$35K 0.08% 125
2021
Q3 		$323K Hold
2,574
– – 0.11% 104
2021
Q2 		$320K Hold
2,574
– – 0.1% 118
2021
Q1 		$304K Sell
2,574
-135
-5% -$15.8K 0.11% 120
2020
Q4 		$317K Hold
2,709
– – 0.13% 103
2020
Q3 		$282K Sell
2,709
-489
-15% -$49.1K 0.14% 94
2020
Q2 		$293K Buy
3,198
+339
+12% +$32.5K 0.16% 91
2020
Q1 		$258K Buy
+2,859
New +$304K 0.19% 77
2018
Q3 		– Sell
-750
Closed -$64K – 200
2018
Q2 		$64K Sell
750
-200
-21% -$16.7K 0.06% 132
2018
Q1 		$76K Buy
950
+100
+12% +$8.25K 0.06% 123
2017
Q4 		$69K Buy
+850
New +$68.1K 0.06% 130

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

Poehling Capital Management's MDT Position: Q1 2026 in Review

Poehling Capital Management reduced its Medtronic (MDT) stake by 0.37% in Q1 2026, selling an estimated $22.7K and leaving 63,658 shares worth $5.52M. The position accounts for 1.16% of the portfolio, ranked #25.

Poehling Capital Management first reported a position in MDT in Q4 2017 and has held it in 28 quarters since. The position peaked at $6.28M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Poehling Capital Management held 63,658 shares of Medtronic worth $5.52M as of Q1 2026.
  • Poehling Capital Management sold 237 Medtronic shares in Q1 2026, an estimated $22.7K.
  • Medtronic made up 1.16% of Poehling Capital Management's portfolio in Q1 2026, its #25 holding.
  • Poehling Capital Management first reported a position in Medtronic in Q4 2017 and has held it in 28 quarters since.
  • Poehling Capital Management's Medtronic position peaked at $6.28M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.