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CSM Advisors’s Medtronic MDT Stock Holding History

CSM 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 		$23.2M Sell
268,258
-41,265
-13% -$3.95M 0.57% 45
2025
Q4 		$29.7M Buy
309,523
+24,263
+9% +$2.36M 0.81% 34
2025
Q3 		$27.2M Buy
285,260
+33,167
+13% +$3.05M 0.76% 35
2025
Q2 		$22M Buy
+252,093
New +$21.4M 0.64% 40

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

CSM Advisors's MDT Position: Q1 2026 in Review

CSM Advisors reduced its Medtronic (MDT) stake by 13% in Q1 2026, selling an estimated $3.95M and leaving 268,258 shares worth $23.2M. The position accounts for 0.57% of the portfolio, ranked #45.

CSM Advisors first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $29.7M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • CSM Advisors held 268,258 shares of Medtronic worth $23.2M as of Q1 2026.
  • CSM Advisors sold 41,265 Medtronic shares in Q1 2026, an estimated $3.95M.
  • Medtronic made up 0.57% of CSM Advisors's portfolio in Q1 2026, its #45 holding.
  • CSM Advisors first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Medtronic position peaked at $29.7M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.