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 Q2	$274K	Buy	3,468 +258	+8%	+$20.8K	0.05%	154
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CM Wealth Advisors's MDT Position: Q2 2026 in Review

CM Wealth Advisors increased its Medtronic (MDT) stake by 8% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,468 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #154.

CM Wealth Advisors first reported a position in MDT in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2023. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

CM Wealth Advisors held 3,468 shares of Medtronic worth $274K as of Q2 2026.
CM Wealth Advisors bought 258 Medtronic shares in Q2 2026, an estimated $20.8K.
Medtronic made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #154 holding.
CM Wealth Advisors first reported a position in Medtronic in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's Medtronic position peaked at $1.12M in Q1 2023.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.