Wellington Shields & Co’s Medtronic MDT Stock Holding History

Wellington Shields & 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	$708K	Buy	8,175 +100	+1%	+$9.58K	0.18%	111
2025 Q4	$776K	Sell	8,075 -1,700	-17%	-$165K	0.19%	104
2025 Q3	$931K	Sell	9,775 -600	-6%	-$55.2K	0.24%	91
2025 Q2	$904K	Hold	10,375	–	–	0.26%	91
2025 Q1	$932K	Sell	10,375 -3,600	-26%	-$322K	0.29%	86
2024 Q4	$1.12M	Hold	13,975	–	–	0.34%	68
2024 Q3	$1.26M	Sell	13,975 -225	-2%	-$18.9K	0.38%	62
2024 Q2	$1.12M	Buy	14,200 +600	+4%	+$49.2K	0.36%	62
2024 Q1	$1.19M	Buy	13,600 +800	+6%	+$68.3K	0.4%	58
2023 Q4	$1.05M	Buy	12,800 +1,865	+17%	+$142K	0.39%	60
2023 Q3	$857K	Buy	10,935 +600	+6%	+$50.2K	0.21%	70
2023 Q2	$911K	Buy	10,335 +800	+8%	+$68.9K	0.21%	68
2023 Q1	$769K	Buy	+9,535	New	+$777K	0.17%	78
2019 Q2	–	Sell	-2,891	Closed	-$263K	–	177
2019 Q1	$263K	Sell	2,891 -500	-15%	-$44.8K	0.13%	137
2018 Q4	$308K	Buy	+3,391	New	+$317K	0.18%	119

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Shields & Co's MDT Position: Q1 2026 in Review

Wellington Shields & Co increased its Medtronic (MDT) stake by 1.2% in Q1 2026, buying an estimated $9.58K and bringing the position to 8,175 shares worth $708K. The position accounts for 0.18% of the portfolio, ranked #111.

Wellington Shields & Co first reported a position in MDT in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.26M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Wellington Shields & Co held 8,175 shares of Medtronic worth $708K as of Q1 2026.
Wellington Shields & Co bought 100 Medtronic shares in Q1 2026, an estimated $9.58K.
Medtronic made up 0.18% of Wellington Shields & Co's portfolio in Q1 2026, its #111 holding.
Wellington Shields & Co first reported a position in Medtronic in Q4 2018 and has held it in 15 quarters since.
Wellington Shields & Co's Medtronic position peaked at $1.26M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.