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Smith, Moore & Co’s Medtronic MDT Stock Holding History

Smith, Moore & 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 		$1.06M Sell
12,287
-936
-7% -$89.7K 0.08% 201
2025
Q4 		$1.27M Sell
13,223
-52
-0.4% -$5.05K 0.1% 173
2025
Q3 		$1.26M Buy
13,275
+639
+5% +$58.7K 0.1% 174
2025
Q2 		$1.1M Buy
12,636
+295
+2% +$25K 0.09% 189
2025
Q1 		$1.11M Sell
12,341
-708
-5% -$63.4K 0.1% 185
2024
Q4 		$1.04M Sell
13,049
-519
-4% -$44.9K 0.1% 183
2024
Q3 		$1.22M Buy
13,568
+678
+5% +$57K 0.12% 161
2024
Q2 		$1.01M Sell
12,890
-141
-1% -$11.6K 0.1% 169
2024
Q1 		$1.14M Buy
13,031
+434
+3% +$37K 0.12% 157
2023
Q4 		$1.04M Sell
12,597
-19
-0.2% -$1.45K 0.12% 159
2023
Q3 		$989K Buy
12,616
+7
+0.1% +$586 0.13% 146
2023
Q2 		$1.11M Buy
12,609
+1,010
+9% +$87K 0.14% 131
2023
Q1 		$935K Buy
11,599
+794
+7% +$64.7K 0.13% 153
2022
Q4 		$840K Buy
10,805
+457
+4% +$37K 0.12% 167
2022
Q3 		$836K Buy
10,348
+268
+3% +$24.1K 0.13% 146
2022
Q2 		$905K Buy
10,080
+61
+0.6% +$6.18K 0.14% 147
2022
Q1 		$1.11M Buy
10,019
+921
+10% +$97.3K 0.15% 130
2021
Q4 		$941K Buy
9,098
+780
+9% +$90.3K 0.13% 164
2021
Q3 		$1.04M Sell
8,318
-126
-1% -$16.3K 0.16% 130
2021
Q2 		$1.05M Buy
8,444
+47
+0.6% +$5.9K 0.16% 134
2021
Q1 		$992K Buy
8,397
+100
+1% +$11.7K 0.16% 132
2020
Q4 		$972K Buy
8,297
+1
+0% +$110 0.18% 105
2020
Q3 		$862K Hold
8,296
– – 0.18% 108
2020
Q2 		$761K Buy
8,296
+225
+3% +$21.6K 0.17% 110
2020
Q1 		$728K Sell
8,071
-1
-0% -$106 0.19% 103
2019
Q4 		$916K Sell
8,072
-601
-7% -$65.9K 0.19% 97
2019
Q3 		$942K Buy
8,673
+144
+2% +$15K 0.21% 91
2019
Q2 		$831K Buy
8,529
+29
+0.3% +$2.65K 0.19% 112
2019
Q1 		$774K Buy
8,500
+70
+0.8% +$6.26K 0.18% 116
2018
Q4 		$767K Sell
8,430
-123
-1% -$11.5K 0.21% 98
2018
Q3 		$841K Buy
8,553
+403
+5% +$37.3K 0.19% 101
2018
Q2 		$698K Hold
8,150
– – 0.18% 125
2018
Q1 		$654K Hold
8,150
– – 0.18% 121
2017
Q4 		$658K Sell
8,150
-508
-6% -$40.7K 0.18% 117
2017
Q3 		$673K Buy
8,658
+645
+8% +$53.5K 0.19% 103
2017
Q2 		$711K Sell
8,013
-488
-6% -$41.1K 0.24% 83
2017
Q1 		$685K Buy
8,501
+345
+4% +$26.9K 0.25% 78
2016
Q4 		$581K Hold
8,156
– – 0.22% 85
2016
Q3 		$705K Buy
8,156
+173
+2% +$15.1K 0.28% 68
2016
Q2 		$693K Buy
7,983
+651
+9% +$52.6K 0.29% 76
2016
Q1 		$550K Buy
7,332
+209
+3% +$15.7K 0.24% 88
2015
Q4 		$548K Hold
7,123
– – 0.27% 74
2015
Q3 		$477K Sell
7,123
-52
-0.7% -$3.83K 0.26% 69
2015
Q2 		$532K Hold
7,175
– – 0.27% 69
2015
Q1 		$560K Buy
7,175
+159
+2% +$12.1K 0.3% 63
2014
Q4 		$507K Buy
7,016
+36
+0.5% +$2.5K 0.27% 73
2014
Q3 		$432K Buy
+6,980
New +$444K 0.24% 81
2014
Q2 		– Sell
-7,180
Closed -$442K – 154
2014
Q1 		$442K Hold
7,180
– – 0.26% 78
2013
Q4 		$412K Buy
+7,180
New +$407K 0.26% 83

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

Smith, Moore & Co's MDT Position: Q1 2026 in Review

Smith, Moore & Co reduced its Medtronic (MDT) stake by 7.1% in Q1 2026, selling an estimated $89.7K and leaving 12,287 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #201.

Smith, Moore & Co first reported a position in MDT in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.27M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Smith, Moore & Co held 12,287 shares of Medtronic worth $1.06M as of Q1 2026.
  • Smith, Moore & Co sold 936 Medtronic shares in Q1 2026, an estimated $89.7K.
  • Medtronic made up 0.08% of Smith, Moore & Co's portfolio in Q1 2026, its #201 holding.
  • Smith, Moore & Co first reported a position in Medtronic in Q4 2013 and has held it in 49 quarters since.
  • Smith, Moore & Co's Medtronic position peaked at $1.27M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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