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Widmann Financial Services’s Medtronic MDT Stock Holding History

Widmann Financial Services’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 		$421K Buy
4,857
+595
+14% +$57K 0.25% 77
2025
Q4 		$409K Sell
4,262
-176
-4% -$17.1K 0.25% 76
2025
Q3 		$423K Buy
4,438
+46
+1% +$4.23K 0.27% 73
2025
Q2 		$383K Buy
4,392
+120
+3% +$10.2K 0.27% 72
2025
Q1 		$384K Buy
4,272
+465
+12% +$41.6K 0.3% 71
2024
Q4 		$304K Buy
3,807
+650
+21% +$56.3K 0.24% 77
2024
Q3 		$284K Sell
3,157
-192
-6% -$16.2K 0.22% 83
2024
Q2 		$264K Buy
3,349
+121
+4% +$9.92K 0.21% 81
2024
Q1 		$281K Sell
3,228
-70
-2% -$5.97K 0.24% 78
2023
Q4 		$272K Sell
3,298
-380
-10% -$29K 0.24% 76
2023
Q3 		$288K Hold
3,678
– – 0.29% 67
2023
Q2 		$324K Buy
3,678
+175
+5% +$15.1K 0.31% 62
2023
Q1 		$282K Sell
3,503
-100
-3% -$8.15K 0.28% 64
2022
Q4 		$280K Hold
3,603
– – 0.29% 63
2022
Q3 		$291K Hold
3,603
– – 0.32% 65
2022
Q2 		$323K Hold
3,603
– – 0.33% 64
2022
Q1 		$399K Sell
3,603
-59
-2% -$6.23K 0.35% 58
2021
Q4 		$378K Buy
+3,662
New +$424K 0.31% 59

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

Widmann Financial Services's MDT Position: Q1 2026 in Review

Widmann Financial Services increased its Medtronic (MDT) stake by 14% in Q1 2026, buying an estimated $57K and bringing the position to 4,857 shares worth $421K. The position accounts for 0.25% of the portfolio, ranked #77.

Widmann Financial Services first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $423K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Widmann Financial Services held 4,857 shares of Medtronic worth $421K as of Q1 2026.
  • Widmann Financial Services bought 595 Medtronic shares in Q1 2026, an estimated $57K.
  • Medtronic made up 0.25% of Widmann Financial Services's portfolio in Q1 2026, its #77 holding.
  • Widmann Financial Services first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Medtronic position peaked at $423K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.