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BKM Wealth Management’s Medtronic MDT Stock Holding History

BKM Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,135
Closed -$1.06M – 177
2024
Q1 		$1.06M Buy
12,135
+714
+6% +$60.9K 0.45% 69
2023
Q4 		$941K Buy
+11,421
New +$870K 0.4% 67

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BKM Wealth Management's MDT Position: Q2 2024 in Review

BKM Wealth Management sold out of Medtronic (MDT) in Q2 2024, closing a stake of 12,135 shares — an estimated $1.06M sold.

BKM Wealth Management first reported a position in MDT in Q4 2023 and held it in 2 quarters. The position peaked at $1.06M in Q1 2024. 2,024 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • BKM Wealth Management reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 12,135 Medtronic shares in Q2 2024, an estimated $1.06M.
  • BKM Wealth Management first reported a position in Medtronic in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Medtronic position peaked at $1.06M in Q1 2024.
  • 2,024 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.