Smith Salley Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1M | Buy |
162,576
+2,310
| +1% | +$221K | 0.71% | 43 |
|
|
2025
Q4 | $15.4M | Sell |
160,266
-1,471
| -0.9% | -$143K | 0.76% | 38 |
|
|
2025
Q3 | $15.4M | Sell |
161,737
-1,032
| -0.6% | -$94.9K | 0.79% | 38 |
|
|
2025
Q2 | $14.2M | Sell |
162,769
-17,507
| -10% | -$1.48M | 0.82% | 38 |
|
|
2025
Q1 | $16.2M | Buy |
180,276
+3,588
| +2% | +$321K | 1.06% | 31 |
|
|
2024
Q4 | $14.1M | Buy |
176,688
+3,520
| +2% | +$305K | 0.91% | 37 |
|
|
2024
Q3 | $15.6M | Buy |
173,168
+16,402
| +10% | +$1.38M | 1.02% | 34 |
|
|
2024
Q2 | $12.3M | Buy |
156,766
+3,080
| +2% | +$252K | 0.89% | 37 |
|
|
2024
Q1 | $13.4M | Sell |
153,686
-35,801
| -19% | -$3.06M | 1.04% | 35 |
|
|
2023
Q4 | $15.6M | Buy |
189,487
+2,211
| +1% | +$169K | 1.01% | 36 |
|
|
2023
Q3 | $14.7M | Buy |
187,276
+6,486
| +4% | +$543K | 1.09% | 33 |
|
|
2023
Q2 | $15.9M | Buy |
180,790
+2,264
| +1% | +$195K | 1.18% | 33 |
|
|
2023
Q1 | $14.4M | Buy |
178,526
+42,783
| +32% | +$3.49M | 1.14% | 33 |
|
|
2022
Q4 | $10.5M | Sell |
135,743
-53,385
| -28% | -$4.33M | 0.9% | 36 |
|
|
2022
Q3 | $15.3M | Buy |
189,128
+1,300
| +0.7% | +$117K | 1.42% | 25 |
|
|
2022
Q2 | $16.9M | Buy |
187,828
+8,334
| +5% | +$844K | 1.46% | 21 |
|
|
2022
Q1 | $19.9M | Buy |
179,494
+10,139
| +6% | +$1.07M | 1.5% | 16 |
|
|
2021
Q4 | $17.5M | Sell |
169,355
-112
| -0.1% | -$13K | 1.24% | 26 |
|
|
2021
Q3 | $21.2M | Buy |
169,467
+2,957
| +2% | +$383K | 1.67% | 16 |
|
|
2021
Q2 | $20.7M | Buy |
166,510
+4,440
| +3% | +$557K | 1.67% | 16 |
|
|
2021
Q1 | $19.1M | Buy |
162,070
+6,455
| +4% | +$757K | 1.72% | 15 |
|
|
2020
Q4 | $18.2M | Buy |
155,615
+6,879
| +5% | +$757K | 1.85% | 15 |
|
|
2020
Q3 | $15.5M | Buy |
148,736
+24,777
| +20% | +$2.49M | 1.87% | 15 |
|
|
2020
Q2 | $11.4M | Buy |
123,959
+21,553
| +21% | +$2.07M | 1.52% | 20 |
|
|
2020
Q1 | $9.23M | Sell |
102,406
-16,916
| -14% | -$1.8M | 1.54% | 21 |
|
|
2019
Q4 | $13.5M | Sell |
119,322
-407
| -0.3% | -$44.7K | 1.79% | 14 |
|
|
2019
Q3 | $13M | Buy |
119,729
+5,137
| +4% | +$536K | 1.85% | 13 |
|
|
2019
Q2 | $11.2M | Buy |
114,592
+3,581
| +3% | +$327K | 1.68% | 15 |
|
|
2019
Q1 | $10.1M | Buy |
111,011
+27,023
| +32% | +$2.42M | 1.63% | 16 |
|
|
2018
Q4 | $7.64M | Buy |
83,988
+78,616
| +1,463% | +$7.35M | 1.41% | 21 |
|
|
2018
Q3 | $528K | Buy |
5,372
+109
| +2% | +$10.1K | 0.08% | 119 |
|
|
2018
Q2 | $451K | Buy |
5,263
+40
| +0.8% | +$3.34K | 0.08% | 122 |
|
|
2018
Q1 | $419K | Sell |
5,223
-278
| -5% | -$22.9K | 0.08% | 119 |
|
|
2017
Q4 | $444K | Sell |
5,501
-120
| -2% | -$9.61K | 0.08% | 124 |
|
|
2017
Q3 | $437K | Sell |
5,621
-114
| -2% | -$9.46K | 0.08% | 120 |
|
|
2017
Q2 | $509K | Sell |
5,735
-118
| -2% | -$9.95K | 0.1% | 114 |
|
|
2017
Q1 | $472K | Buy |
5,853
+141
| +2% | +$11K | 0.1% | 115 |
|
|
2016
Q4 | $407K | Hold |
5,712
| – | – | 0.08% | 119 |
|
|
2016
Q3 | $494K | Sell |
5,712
-2,795
| -33% | -$244K | 0.11% | 111 |
|
|
2016
Q2 | $738K | Sell |
8,507
-55,286
| -87% | -$4.47M | 0.17% | 101 |
|
|
2016
Q1 | $4.79M | Sell |
63,793
-20,086
| -24% | -$1.51M | 1.2% | 33 |
|
|
2015
Q4 | $6.45M | Buy |
83,879
+1,286
| +2% | +$96.8K | 1.61% | 16 |
|
|
2015
Q3 | $5.53M | Buy |
82,593
+50,544
| +158% | +$3.72M | 1.49% | 20 |
|
|
2015
Q2 | $2.38M | Sell |
32,049
-49,007
| -60% | -$3.74M | 0.6% | 53 |
|
|
2015
Q1 | $6.32M | Buy |
81,056
+76,684
| +1,754% | +$5.81M | 1.61% | 14 |
|
|
2014
Q4 | $316K | Sell |
4,372
-171
| -4% | -$11.9K | 0.08% | 136 |
|
|
2014
Q3 | $281K | Buy |
4,543
+33
| +0.7% | +$2.1K | 0.07% | 148 |
|
|
2014
Q2 | $288K | Buy |
4,510
+53
| +1% | +$3.22K | 0.08% | 156 |
|
|
2014
Q1 | $274K | Buy |
4,457
+108
| +2% | +$6.29K | 0.17% | 94 |
|
|
2013
Q4 | $250K | Sell |
4,349
-1,519
| -26% | -$86.1K | 0.16% | 89 |
|
|
2013
Q3 | $312K | Buy |
5,868
+1,357
| +30% | +$73K | 0.25% | 63 |
|
|
2013
Q2 | $232K | Buy |
+4,511
| New | +$223K | 0.19% | 82 |
|
Other funds holding MDT
VCM
VPM
Smith Salley Wealth Management's MDT Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Medtronic (MDT) stake by 1.4% in Q1 2026, buying an estimated $221K and bringing the position to 162,576 shares worth $14.1M. The position accounts for 0.71% of the portfolio, ranked #43.
Smith Salley Wealth Management first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.2M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Smith Salley Wealth Management held 162,576 shares of Medtronic worth $14.1M as of Q1 2026.
- Smith Salley Wealth Management bought 2,310 Medtronic shares in Q1 2026, an estimated $221K.
- Medtronic made up 0.71% of Smith Salley Wealth Management's portfolio in Q1 2026, its #43 holding.
- Smith Salley Wealth Management first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
- Smith Salley Wealth Management's Medtronic position peaked at $21.2M in Q3 2021.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.