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S.A. Mason’s Medtronic MDT Stock Holding History

S.A. Mason’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 		– Sell
-1,083
Closed -$104K – 271
2025
Q4 		$104K Buy
+1,083
New +$105K 0.04% 257
2025
Q3 		– Sell
-993
Closed -$86.6K – 313
2025
Q2 		$86.6K Hold
993
– – 0.04% 253
2025
Q1 		$89.2K Hold
993
– – 0.05% 240
2024
Q4 		$79.3K Buy
993
+175
+21% +$15.1K 0.04% 247
2024
Q3 		$73.6K Hold
818
– – 0.04% 246
2024
Q2 		$64.4K Buy
818
+25
+3% +$2.05K 0.04% 243
2024
Q1 		$69.1K Buy
793
+70
+10% +$5.97K 0.04% 234
2023
Q4 		$59.6K Sell
723
-357
-33% -$27.2K 0.04% 230
2023
Q3 		$84.6K Sell
1,080
-132
-11% -$11.1K 0.06% 221
2023
Q2 		$97.7K Hold
1,212
– – 0.07% 209
2023
Q1 		$97.7K Hold
1,212
– – 0.07% 209
2022
Q4 		$94.2K Sell
1,212
-305
-20% -$24.7K 0.07% 212
2022
Q3 		$122K Buy
1,517
+25
+2% +$2.25K 0.1% 184
2022
Q2 		$134K Buy
1,492
+335
+29% +$33.9K 0.1% 182
2022
Q1 		$128K Buy
1,157
+657
+131% +$69.4K 0.08% 194
2021
Q4 		$52K Hold
500
– – 0.03% 258
2021
Q3 		$63K Hold
500
– – 0.04% 242
2021
Q2 		$62K Hold
500
– – 0.04% 237
2021
Q1 		$59K Hold
500
– – 0.04% 230
2020
Q4 		$59K Hold
500
– – 0.05% 219
2020
Q3 		$52K Sell
500
-2
-0.4% -$201 0.05% 210
2020
Q2 		$46K Hold
502
– – 0.05% 216
2020
Q1 		$45K Buy
502
+2
+0.4% +$213 0.05% 213
2019
Q4 		$57K Buy
+500
New +$54.9K 0.05% 219

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

S.A. Mason's MDT Position: Q1 2026 in Review

S.A. Mason sold out of Medtronic (MDT) in Q1 2026, closing a stake of 1,083 shares — an estimated $104K sold.

S.A. Mason first reported a position in MDT in Q4 2019 and held it in 24 quarters. The position peaked at $134K in Q2 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • S.A. Mason reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • S.A. Mason sold 1,083 Medtronic shares in Q1 2026, an estimated $104K.
  • S.A. Mason first reported a position in Medtronic in Q4 2019 and held it in 24 quarters.
  • S.A. Mason's Medtronic position peaked at $134K in Q2 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.