SEC 13F Intelligence

Lionsbridge Wealth Management LLC / MDT

Lionsbridge Wealth Management LLC’s Medtronic PLC Position

Does Lionsbridge Wealth Management LLC own Medtronic PLC (MDT)? Not currently — the last reported position was 11.1K shares worth $1M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2022
Shares
11.1K
% of Portfolio
+1.43%
Quarters Held
10
position exited

Position History MDT

Reported value by quarter
Q4 ’19: $969,000Q4 ’19Q1 ’20: $768,000Q2 ’20: $796,000Q2 ’20Q3 ’20: $896,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202211.1K$1M+1.43%
Q4 202111.6K$1M+1.28%
Q3 202111.7K$1M+1.59%
Q2 202111.8K$1M+1.57%
Q1 20219.4K$1M+1.09%
Q4 20209.0K$1M+1.14%
Q3 20208.6K$896,000+1.08%
Q2 20208.6K$796,000+0.90%
Q1 20208.5K$768,000+0.92%
Q4 20198.5K$969,000+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of MDT.