Stockman Wealth Management’s Medtronic MDT Stock Holding History

Stockman Wealth Management’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 Q2	$11.6M	Buy	147,814 +12,874	+10%	+$1.04M	1.19%	33
2026 Q1	$11.7M	Buy	134,940 +9,694	+8%	+$929K	1.29%	33
2025 Q4	$12M	Buy	125,246 +3,785	+3%	+$368K	1.4%	27
2025 Q3	$11.6M	Buy	121,461 +2,969	+3%	+$273K	1.44%	27
2025 Q2	$10.3M	Buy	118,492 +4,515	+4%	+$383K	1.4%	29
2025 Q1	$10.2M	Buy	113,977 +7,972	+8%	+$713K	1.52%	28
2024 Q4	$8.47M	Buy	106,005 +4,542	+4%	+$393K	1.33%	27
2024 Q3	$9.13M	Buy	101,463 +7,540	+8%	+$634K	1.42%	27
2024 Q2	$7.39M	Buy	93,923 +4,996	+6%	+$410K	1.3%	30
2024 Q1	$7.75M	Buy	+88,927	New	+$7.59M	1.37%	29
2017 Q4	–	Sell	-2,775	Closed	-$216K	–	156
2017 Q3	$216K	Buy	+2,775	New	+$230K	0.1%	135
2015 Q1	–	Sell	-3,650	Closed	-$264K	–	82
2014 Q4	$264K	Buy	+3,650	New	+$254K	0.23%	76

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stockman Wealth Management's MDT Position: Q2 2026 in Review

Stockman Wealth Management increased its Medtronic (MDT) stake by 9.5% in Q2 2026, buying an estimated $1.04M and bringing the position to 147,814 shares worth $11.6M. The position accounts for 1.19% of the portfolio, ranked #33.

Stockman Wealth Management first reported a position in MDT in Q4 2014 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Stockman Wealth Management held 147,814 shares of Medtronic worth $11.6M as of Q2 2026.
Stockman Wealth Management bought 12,874 Medtronic shares in Q2 2026, an estimated $1.04M.
Medtronic made up 1.19% of Stockman Wealth Management's portfolio in Q2 2026, its #33 holding.
Stockman Wealth Management first reported a position in Medtronic in Q4 2014 and has held it in 12 quarters since.
Stockman Wealth Management's Medtronic position peaked at $12M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.