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ICW Investment Advisors’s Medtronic MDT Stock Holding History

ICW Investment 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 		$1.48M Buy
17,055
+186
+1% +$17.8K 0.53% 71
2025
Q4 		$1.62M Buy
16,869
+342
+2% +$33.2K 0.59% 67
2025
Q3 		$1.57M Buy
16,527
+578
+4% +$53.1K 0.57% 67
2025
Q2 		$1.39M Buy
15,949
+448
+3% +$38K 0.55% 72
2025
Q1 		$1.39M Sell
15,501
-282
-2% -$25.2K 0.57% 74
2024
Q4 		$1.26M Buy
15,783
+85
+0.5% +$7.36K 0.53% 76
2024
Q3 		$1.41M Buy
15,698
+442
+3% +$37.2K 0.59% 71
2024
Q2 		$1.2M Sell
15,256
-169
-1% -$13.9K 0.55% 73
2024
Q1 		$1.34M Buy
15,425
+249
+2% +$21.3K 0.6% 69
2023
Q4 		$1.25M Buy
15,176
+33
+0.2% +$2.52K 0.61% 68
2023
Q3 		$1.19M Buy
15,143
+396
+3% +$33.1K 0.64% 64
2023
Q2 		$1.3M Buy
14,747
+542
+4% +$46.7K 0.7% 61
2023
Q1 		$1.15M Buy
14,205
+496
+4% +$40.4K 0.65% 65
2022
Q4 		$1.07M Buy
13,709
+184
+1% +$14.9K 0.64% 66
2022
Q3 		$1.09M Buy
13,525
+152
+1% +$13.7K 0.73% 60
2022
Q2 		$1.2M Buy
13,373
+91
+0.7% +$9.22K 0.76% 57
2022
Q1 		$1.47M Buy
13,282
+153
+1% +$16.2K 0.85% 51
2021
Q4 		$1.36M Buy
13,129
+629
+5% +$72.8K 0.76% 57
2021
Q3 		$1.57M Buy
12,500
+415
+3% +$53.7K 1.01% 36
2021
Q2 		$1.5M Buy
12,085
+145
+1% +$18.2K 0.98% 42
2021
Q1 		$1.41M Buy
11,940
+176
+1% +$20.6K 0.97% 43
2020
Q4 		$1.36M Sell
11,764
-161
-1% -$17.7K 0.97% 41
2020
Q3 		$1.24M Buy
11,925
+179
+2% +$18K 0.93% 47
2020
Q2 		$1.08M Buy
11,746
+61
+0.5% +$5.85K 0.88% 53
2020
Q1 		$1.05M Buy
11,685
+588
+5% +$62.6K 1% 44
2019
Q4 		$1.26M Buy
+11,097
New +$1.22M 1.02% 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

ICW Investment Advisors's MDT Position: Q1 2026 in Review

ICW Investment Advisors increased its Medtronic (MDT) stake by 1.1% in Q1 2026, buying an estimated $17.8K and bringing the position to 17,055 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #71.

ICW Investment Advisors first reported a position in MDT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • ICW Investment Advisors held 17,055 shares of Medtronic worth $1.48M as of Q1 2026.
  • ICW Investment Advisors bought 186 Medtronic shares in Q1 2026, an estimated $17.8K.
  • Medtronic made up 0.53% of ICW Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • ICW Investment Advisors first reported a position in Medtronic in Q4 2019 and has held it in 26 quarters since.
  • ICW Investment Advisors's Medtronic position peaked at $1.62M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.