Smith Shellnut Wilson’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Hold |
2,594
| – | – | 0.09% | 123 |
|
|
2025
Q2 | $226K | Sell |
2,594
-47
| -2% | -$3.99K | 0.1% | 124 |
|
|
2025
Q1 | $237K | Sell |
2,641
-482
| -15% | -$43.1K | 0.11% | 124 |
|
|
2024
Q4 | $249K | Buy |
3,123
+20
| +0.6% | +$1.73K | 0.11% | 126 |
|
|
2024
Q3 | $279K | Sell |
3,103
-64
| -2% | -$5.38K | 0.13% | 113 |
|
|
2024
Q2 | $249K | Hold |
3,167
| – | – | 0.12% | 120 |
|
|
2024
Q1 | $276K | Hold |
3,167
| – | – | 0.15% | 106 |
|
|
2023
Q4 | $261K | Sell |
3,167
-521
| -14% | -$39.7K | 0.15% | 109 |
|
|
2023
Q3 | $289K | Hold |
3,688
| – | – | 0.18% | 100 |
|
|
2023
Q2 | $325K | Sell |
3,688
-25
| -0.7% | -$2.15K | 0.18% | 95 |
|
|
2023
Q1 | $299K | Hold |
3,713
| – | – | 0.18% | 98 |
|
|
2022
Q4 | $289K | Sell |
3,713
-2
| -0.1% | -$162 | 0.18% | 101 |
|
|
2022
Q3 | $300K | Sell |
3,715
-448
| -11% | -$40.3K | 0.2% | 89 |
|
|
2022
Q2 | $374K | Sell |
4,163
-213
| -5% | -$21.6K | 0.23% | 74 |
|
|
2022
Q1 | $486K | Buy |
4,376
+3
| +0.1% | +$317 | 0.25% | 70 |
|
|
2021
Q4 | $452K | Buy |
4,373
+137
| +3% | +$15.9K | 0.22% | 82 |
|
|
2021
Q3 | $531K | Buy |
4,236
+34
| +0.8% | +$4.4K | 0.31% | 60 |
|
|
2021
Q2 | $522K | Hold |
4,202
| – | – | 0.3% | 65 |
|
|
2021
Q1 | $496K | Buy |
4,202
+76
| +2% | +$8.91K | 0.3% | 60 |
|
|
2020
Q4 | $483K | Buy |
4,126
+518
| +14% | +$57K | 0.29% | 58 |
|
|
2020
Q3 | $375 | Hold |
3,608
| – | – | 0.14% | 82 |
|
|
2020
Q2 | $331K | Hold |
3,608
| – | – | 0.24% | 75 |
|
|
2020
Q1 | $325K | Sell |
3,608
-853
| -19% | -$90.7K | 0.27% | 67 |
|
|
2019
Q4 | $506K | Buy |
4,461
+224
| +5% | +$24.6K | 0.34% | 57 |
|
|
2019
Q3 | $460K | Buy |
4,237
+192
| +5% | +$20K | 0.34% | 55 |
|
|
2019
Q2 | $394K | Sell |
4,045
-28
| -0.7% | -$2.56K | 0.3% | 60 |
|
|
2019
Q1 | $371K | Buy |
4,073
+47
| +1% | +$4.21K | 0.29% | 62 |
|
|
2018
Q4 | $366K | Buy |
4,026
+19
| +0.5% | +$1.78K | 0.39% | 47 |
|
|
2018
Q3 | $394K | Buy |
+4,007
| New | +$370K | 0.35% | 49 |
|
|
2018
Q1 | $321K | Sell |
4,007
-521
| -12% | -$43K | 0.28% | 62 |
|
|
2017
Q4 | $366K | Buy |
4,528
+150
| +3% | +$12K | 0.31% | 65 |
|
|
2017
Q3 | $340K | Sell |
4,378
-729
| -14% | -$60.5K | 0.3% | 72 |
|
|
2017
Q2 | $443K | Sell |
5,107
-333
| -6% | -$28.1K | 0.46% | 40 |
|
|
2017
Q1 | $438K | Buy |
5,440
+192
| +4% | +$15K | 0.4% | 49 |
|
|
2016
Q4 | $374K | Buy |
+5,248
| New | +$412K | 0.36% | 60 |
|
Other funds holding MDT
Smith Shellnut Wilson's MDT Position: Q3 2025 in Review
Smith Shellnut Wilson held its Medtronic (MDT) position steady in Q3 2025 at 2,594 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #123.
Smith Shellnut Wilson first reported a position in MDT in Q4 2016 and has held it in 35 quarters since. The position peaked at $531K in Q3 2021. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.
- Smith Shellnut Wilson held 2,594 shares of Medtronic worth $247K as of Q3 2025.
- Smith Shellnut Wilson left its Medtronic share count unchanged in Q3 2025.
- Medtronic made up 0.09% of Smith Shellnut Wilson's portfolio in Q3 2025, its #123 holding.
- Smith Shellnut Wilson first reported a position in Medtronic in Q4 2016 and has held it in 35 quarters since.
- Smith Shellnut Wilson's Medtronic position peaked at $531K in Q3 2021.
- 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.