SCP
MDT icon

Stamos Capital Partners’s Medtronic MDT Stock Holding History

Stamos Capital Partners’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 		$4.63M Buy
53,432
+5,713
+12% +$547K 0.72% 46
2025
Q4 		$4.58M Buy
47,719
+5,027
+12% +$488K 0.74% 41
2025
Q3 		$4.07M Sell
42,692
-18,113
-30% -$1.67M 0.77% 35
2025
Q2 		$5.3M Buy
60,805
+13,922
+30% +$1.18M 0.95% 28
2025
Q1 		$4.21M Sell
46,883
-12,477
-21% -$1.12M 1.1% 23
2024
Q4 		$4.74M Buy
59,360
+2,760
+5% +$239K 1.11% 22
2024
Q3 		$5.1M Sell
56,600
-4,010
-7% -$337K 1.2% 23
2024
Q2 		$4.77M Buy
60,610
+320
+0.5% +$26.2K 1.01% 25
2024
Q1 		$5.25M Sell
60,290
-3,580
-6% -$306K 1.19% 19
2023
Q4 		$5.26M Buy
63,870
+16,140
+34% +$1.23M 1.43% 18
2023
Q3 		$3.74M Buy
47,730
+8,530
+22% +$714K 0.83% 29
2023
Q2 		$3.45M Buy
39,200
+20,450
+109% +$1.76M 0.81% 31
2023
Q1 		$1.51M Buy
+18,750
New +$1.53M 0.39% 69
2020
Q4 		– Sell
-2,500
Closed -$260K – 65
2020
Q3 		$260K Hold
2,500
– – 0.1% 63
2020
Q2 		$229K Sell
2,500
-8,768
-78% -$841K 0.13% 50
2020
Q1 		$1.02M Buy
+11,268
New +$1.2M 0.54% 57
2019
Q1 		– Sell
-9,000
Closed -$819K – 85
2018
Q4 		$819K Buy
+9,000
New +$841K 0.62% 47

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

Stamos Capital Partners's MDT Position: Q1 2026 in Review

Stamos Capital Partners increased its Medtronic (MDT) stake by 12% in Q1 2026, buying an estimated $547K and bringing the position to 53,432 shares worth $4.63M. The position accounts for 0.72% of the portfolio, ranked #46.

Stamos Capital Partners first reported a position in MDT in Q4 2018 and has held it in 17 quarters since. The position peaked at $5.3M in Q2 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Stamos Capital Partners held 53,432 shares of Medtronic worth $4.63M as of Q1 2026.
  • Stamos Capital Partners bought 5,713 Medtronic shares in Q1 2026, an estimated $547K.
  • Medtronic made up 0.72% of Stamos Capital Partners's portfolio in Q1 2026, its #46 holding.
  • Stamos Capital Partners first reported a position in Medtronic in Q4 2018 and has held it in 17 quarters since.
  • Stamos Capital Partners's Medtronic position peaked at $5.3M in Q2 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.