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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
Q2 		$765K Buy
9,775
+1,600
+20% +$129K 0.17% 117
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Shields & Co's MDT Position: Q2 2026 in Review

Wellington Shields & Co increased its Medtronic (MDT) stake by 20% in Q2 2026, buying an estimated $129K and bringing the position to 9,775 shares worth $765K. The position accounts for 0.17% of the portfolio, ranked #117.

Wellington Shields & Co first reported a position in MDT in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.26M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Wellington Shields & Co held 9,775 shares of Medtronic worth $765K as of Q2 2026.
  • Wellington Shields & Co bought 1,600 Medtronic shares in Q2 2026, an estimated $129K.
  • Medtronic made up 0.17% of Wellington Shields & Co's portfolio in Q2 2026, its #117 holding.
  • Wellington Shields & Co first reported a position in Medtronic in Q4 2018 and has held it in 16 quarters since.
  • Wellington Shields & Co's Medtronic position peaked at $1.26M in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.