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CM Wealth Advisors’s Medtronic MDT Stock Holding History

CM Wealth Advisors’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 		$280K Hold
3,210
– – 0.06% 119
2025
Q4 		$311K Buy
+3,210
New +$312K 0.07% 110
2024
Q2 		– Sell
-3,699
Closed -$303K – 137
2024
Q1 		$303K Buy
+3,699
New +$316K 0.09% 135
2023
Q3 		– Sell
-2,758
Closed -$243K – 134
2023
Q2 		$243K Sell
2,758
-9,710
-78% -$836K 0.08% 133
2023
Q1 		$1.12M Buy
+12,468
New +$1.02M 0.22% 130

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return

CM Wealth Advisors's MDT Position: Q1 2026 in Review

CM Wealth Advisors held its Medtronic (MDT) position steady in Q1 2026 at 3,210 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #119.

CM Wealth Advisors first reported a position in MDT in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • CM Wealth Advisors held 3,210 shares of Medtronic worth $280K as of Q1 2026.
  • CM Wealth Advisors left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.06% of CM Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • CM Wealth Advisors first reported a position in Medtronic in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's Medtronic position peaked at $1.12M in Q1 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.