MASSACHUSETTS FINANCIAL SERVICES CO /MA/ MDT — MEDTRONIC INC COM

Ownership history in MASSACHUSETTS FINANCIAL SERVICES CO /MA/  ·  108 quarters on record

AI Ownership Summary

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported MEDTRONIC INC COM (MDT) in 108 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2026 Q1. The latest visible filing shows MDT at 0.89% 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 MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s position in MEDTRONIC INC COM, 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 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2026 Q1

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 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ fund profile MASSACHUSETTS FINANCIAL SERVICES CO /MA/ full holdings
How MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,437,599 +489,639 +2.3% 0.89% $2.66B 2026-05-14 $76.97
2025 Q4 REDUCED — — — 20,947,960 -138,539 -0.7% 0.65% $2.01B 2026-01-22 $100.52
2025 Q3 ADDED — — — 21,086,499 +98,220 +0.5% 0.62% $2.01B 2025-10-29 $90.32
2025 Q2 REDUCED 5.8% +8.6% ❌ 20,988,279 -1,289,744 -5.8% 0.58% $1.83B 2025-08-08 $90.77
2025 Q1 ADDED — — — 22,278,023 +1,461,841 +7.0% 0.67% $2.00B 2025-05-02 $82.24
2024 Q4 REDUCED 14.8% +13.4% ❌ 20,816,182 -3,610,987 -14.8% 0.52% $1.66B 2025-02-12 $87.84
2024 Q3 REDUCED — — — 24,427,169 -346,670 -1.4% 0.66% $2.20B 2024-11-12 $84.18
2024 Q2 REDUCED — — — 24,773,839 -718,646 -2.8% 0.60% $1.95B 2024-08-09 $77.60
2024 Q1 REDUCED 11.8% -10.7% ✅ 25,492,485 -3,394,815 -11.8% 0.66% $2.22B 2024-05-14 $79.03
2023 Q4 REDUCED 9.9% +6.5% ❌ 28,887,300 -3,183,182 -9.9% 0.77% $2.38B 2024-02-08 $80.13
98 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

BOONE CAPITAL MANAGEMENT LLC 3Y 10.57% Talaria Asset Management Pty Ltd 8.7% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 6.96% Saratoga Research & Investment Management 3Y 7Y 5.78% SECTOR GAMMA AS 3Y 7Y 5.74% Financial Perspectives, Inc 5.3% EDENTREE ASSET MANAGEMENT Ltd 5.16% Banque de Luxembourg S.A. 4.33% St. James Investment Company, LLC 3Y 7Y 4.14% Guinness Asset Management LTD 3Y 7Y 4.05%

FAQ About MASSACHUSETTS FINANCIAL SERVICES CO /MA/ and MDT

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

How long has MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported owning MDT?

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported MDT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDT position in MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio?

The largest reported portfolio weight for MDT was 0.89% in 2026 Q1.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q1, when MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported 21,437,599 shares, equal to 0.89% of portfolio, with an estimated market value of $2.66B.

What does the chart on this MDT ownership page compare?

The chart compares MASSACHUSETTS FINANCIAL SERVICES CO /MA/'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.

How well did MASSACHUSETTS FINANCIAL SERVICES CO /MA/ time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, MASSACHUSETTS FINANCIAL SERVICES CO /MA/ correctly timed 65 out of 107 reported position changes (61%). The annualised alpha on MDT relative to SPY over the holding period was -3.3%.

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