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
- period ended2026-06-3013F 178,117 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 174,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 173,509 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 177,780 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 178,053 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 181,040 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 183,792 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 186,211 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).