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FWL Investment Management’s Medtronic MDT Stock Holding History

FWL Investment 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
2026
Q1 		$17.9M Buy
206,090
+100,191
+95% +$9.6M 3.92% 7
2025
Q4 		$10.2M Buy
105,899
+10,301
+11% +$1M 2.45% 18
2025
Q3 		$9.1M Buy
95,598
+41,186
+76% +$3.79M 2.37% 19
2025
Q2 		$4.74M Buy
54,412
+13,448
+33% +$1.14M 1.45% 22
2025
Q1 		$3.68M Buy
+40,964
New +$3.67M 1.37% 24
2024
Q4 		– Sell
-100
Closed -$9K – 321
2024
Q3 		$9K Buy
+100
New +$8.41K ﹤0.01% 243

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

FWL Investment Management's MDT Position: Q1 2026 in Review

FWL Investment Management increased its Medtronic (MDT) stake by 95% in Q1 2026, buying an estimated $9.6M and bringing the position to 206,090 shares worth $17.9M. The position accounts for 3.92% of the portfolio, ranked #7.

FWL Investment Management first reported a position in MDT in Q3 2024 and has held it in 6 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • FWL Investment Management held 206,090 shares of Medtronic worth $17.9M as of Q1 2026.
  • FWL Investment Management bought 100,191 Medtronic shares in Q1 2026, an estimated $9.6M.
  • Medtronic made up 3.92% of FWL Investment Management's portfolio in Q1 2026, its #7 holding.
  • FWL Investment Management first reported a position in Medtronic in Q3 2024 and has held it in 6 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.