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Stack Financial Management, Inc: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on MDT, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 178,117 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,117 shares
    Change vs previous 13F +3,411 shares

    1.09% of the 13F portfolio, value $13,934,093.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 174,706 shares
    Change vs previous 13F +1,197 shares

    1.11% of the 13F portfolio, value $15,138,275.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 173,509 shares
    Change vs previous 13F -4,271 shares

    1.27% of the 13F portfolio, value $16,667,275.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,780 shares
    Change vs previous 13F -273 shares

    1.41% of the 13F portfolio, value $16,931,768.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 178,053 shares
    Change vs previous 13F -2,987 shares

    1.37% of the 13F portfolio, value $15,520,881.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 181,040 shares
    Change vs previous 13F -2,752 shares

    1.36% of the 13F portfolio, value $16,268,255.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 183,792 shares
    Change vs previous 13F -2,419 shares

    1.34% of the 13F portfolio, value $14,681,305.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 186,211 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $16,764,577.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).