Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Medtronic MDT Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$21.1M Sell
244,081
-84,828
-26% -$8.13M 0.06% 318
2025
Q4 		$31.6M Sell
328,909
-4,711
-1% -$458K 0.09% 210
2025
Q3 		$31.8M Buy
333,620
+49,783
+18% +$4.58M 0.1% 180
2025
Q2 		$24.7M Sell
283,837
-9,059
-3% -$768K 0.09% 204
2025
Q1 		$26.3M Buy
292,896
+19,438
+7% +$1.74M 0.11% 180
2024
Q4 		$21.8M Buy
273,458
+14,647
+6% +$1.27M 0.09% 194
2024
Q3 		$23.3M Sell
258,811
-2,640
-1% -$222K 0.1% 189
2024
Q2 		$20.6M Sell
261,451
-213
-0.1% -$17.5K 0.1% 198
2024
Q1 		$22.8M Sell
261,664
-732
-0.3% -$62.5K 0.11% 179
2023
Q4 		$21.6M Sell
262,396
-15,977
-6% -$1.22M 0.12% 175
2023
Q3 		$21.8M Buy
278,373
+11,371
+4% +$952K 0.13% 150
2023
Q2 		$23.5M Sell
267,002
-17,511
-6% -$1.51M 0.15% 137
2023
Q1 		$22.9M Buy
284,513
+18,123
+7% +$1.48M 0.16% 130
2022
Q4 		$20.7M Buy
266,390
+27,429
+11% +$2.22M 0.15% 138
2022
Q3 		$19.3M Buy
238,961
+19,571
+9% +$1.76M 0.15% 130
2022
Q2 		$19.7M Buy
219,390
+14,557
+7% +$1.47M 0.15% 127
2022
Q1 		$22.7M Sell
204,833
-2,130
-1% -$225K 0.16% 130
2021
Q4 		$21.4M Buy
+206,963
New +$24M 0.15% 139
2021
Q2 		$27M Hold
217,555
– – 0.22% 97
2021
Q1 		$27M Hold
217,555
– – 0.22% 97
2020
Q4 		$27M Hold
217,555
– – 0.22% 97
2020
Q3 		$27M Hold
217,555
– – 0.22% 97
2020
Q2 		$27M Hold
217,555
– – 0.22% 97
2020
Q1 		$27M Hold
217,555
– – 0.22% 97
2019
Q4 		$27M Hold
217,555
– – 0.22% 97
2019
Q3 		$27M Hold
217,555
– – 0.22% 97
2019
Q2 		$27M Hold
217,555
– – 0.22% 97
2019
Q1 		$27M Buy
217,555
+130,939
+151% +$11.7M 0.22% 97
2018
Q4 		$7.88M Sell
86,616
-49,352
-36% -$4.61M 0.2% 110
2018
Q3 		$13.4M Buy
135,968
+28,586
+27% +$2.64M 0.34% 76
2018
Q2 		$9.19M Buy
107,382
+24,608
+30% +$2.06M 0.3% 79
2018
Q1 		$6.64M Buy
82,774
+9,965
+14% +$822K 0.26% 85
2017
Q4 		$5.88M Buy
72,809
+5,403
+8% +$433K 0.26% 77
2017
Q3 		$5.24M Buy
67,406
+2,358
+4% +$196K 0.25% 78
2017
Q2 		$5.77M Sell
65,048
-14,747
-18% -$1.24M 0.3% 68
2017
Q1 		$6.43M Buy
79,795
+1,818
+2% +$142K 0.36% 58
2016
Q4 		$5.55M Buy
77,977
+76,891
+7,080% +$6.04M 0.34% 77
2016
Q3 		$94K Sell
1,086
-67,923
-98% -$5.92M 0.01% 343
2016
Q2 		$5.99M Buy
69,009
+2,002
+3% +$162K 0.44% 74
2016
Q1 		$5.03M Buy
67,007
+66,794
+31,359% +$5.03M 0.44% 73
2015
Q4 		$16K Buy
213
+117
+122% +$8.81K ﹤0.01% 415
2015
Q3 		$6K Buy
+96
New +$7.07K ﹤0.01% 485
2014
Q1 		– Sell
-342
Closed -$19K – 355
2013
Q4 		$19K Buy
342
+182
+114% +$10.3K ﹤0.01% 378
2013
Q3 		$9K Buy
+160
New +$8.61K ﹤0.01% 328

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MDT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Medtronic (MDT) stake by 26% in Q1 2026, selling an estimated $8.13M and leaving 244,081 shares worth $21.1M. The position accounts for 0.06% of the portfolio, ranked #318.

Carson Wealth (CWM LLC) first reported a position in MDT in Q3 2013 and has held it in 44 quarters since. The position peaked at $31.8M in Q3 2025. 2,241 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 244,081 shares of Medtronic worth $21.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 84,828 Medtronic shares in Q1 2026, an estimated $8.13M.
  • Medtronic made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #318 holding.
  • Carson Wealth (CWM LLC) first reported a position in Medtronic in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Medtronic position peaked at $31.8M in Q3 2025.
  • 2,241 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.