MDT — Medtronic Common

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  91 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported Medtronic Common (MDT) in 91 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows MDT at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in Medtronic Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDT was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 50,546 +1,508 +3.1% 1.04% $4K 2026-04-10 $87.21
2025 Q4 REDUCED 49,038 -1,740 -3.4% 1.09% $4.7M 2026-02-11 $100.26
2025 Q3 ADDED 50,778 +281 +0.6% 1.07% $4.8M 2025-11-12 $94.34
2025 Q2 ADDED 50,497 +1,996 +4.1% 1.05% $4.4M 2025-08-12 $89.98
2025 Q1 REDUCED 48,501 -2,367 -4.7% 1.08% $4.4M 2025-05-12 $83.17
2024 Q4 REDUCED 50,868 -96 -0.2% 1.00% $4.1M 2025-02-12 $87.84
2024 Q3 ADDED 50,964 +2,477 +5.1% 1.08% $4.6M 2024-11-12 $84.18
2024 Q2 ADDED 48,487 +587 +1.2% 0.96% $3.8M 2024-08-13 $77.82
2024 Q1 ADDED 47,900 +804 +1.7% 1.03% $4.2M 2024-05-14 $79.03
2023 Q4 REDUCED 47,096 -6,419 -12.0% 1.03% $3.9M 2024-02-12 $79.10
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

Banque de Luxembourg S.A. 4.33% Martin Capital Partners, LLC 3Y 7Y 2.23% WealthBridge Investment Counsel Inc. 3Y 2.1% Murphy Pohlad Asset Management LLC 3Y 7Y 2.06% Allen Mooney & Barnes Investment Advisors LLC 1.77% SPRING CAPITAL MANAGEMENT, LLC 3Y 1.76% Granite Group Advisors, LLC 1.65% ADVOCATE GROUP LLC 3Y 1.51% Point Windward Advisors Inc. 3Y 7Y 1.46% Talbot Financial, LLC 3Y 1.41%

FAQ About BOSTON RESEARCH & MANAGEMENT INC and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning MDT?

BOSTON RESEARCH & MANAGEMENT INC reported MDT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDT position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MDT was 1.09% in 2025 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 50,546 shares, equal to 1.04% of portfolio, with an estimated market value of $4K.

What does the chart on this MDT ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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