JWBC
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J.W. Burns & Co’s Medtronic MDT Stock Holding History

J.W. Burns & Co’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 		– Sell
-2,249
Closed -$216K – 187
2025
Q4 		$216K Sell
2,249
-168
-7% -$16.3K 0.02% 178
2025
Q3 		$230K Buy
+2,417
New +$222K 0.03% 171
2025
Q2 		– Sell
-2,249
Closed -$202K – 188
2025
Q1 		$202K Buy
+2,249
New +$201K 0.03% 181
2024
Q4 		– Sell
-2,524
Closed -$227K – 190
2024
Q3 		$227K Buy
+2,524
New +$212K 0.03% 177
2024
Q2 		– Sell
-3,276
Closed -$286K – 190
2024
Q1 		$286K Buy
3,276
+486
+17% +$41.5K 0.04% 164
2023
Q4 		$230K Sell
2,790
-2,876
-51% -$219K 0.03% 173
2023
Q3 		$444K Sell
5,666
-431
-7% -$36.1K 0.07% 136
2023
Q2 		$537K Sell
6,097
-328
-5% -$28.2K 0.09% 115
2023
Q1 		$518K Hold
6,425
– – 0.09% 119
2022
Q4 		$499K Sell
6,425
-798
-11% -$64.7K 0.09% 115
2022
Q3 		$583K Sell
7,223
-332
-4% -$29.8K 0.11% 103
2022
Q2 		$678K Sell
7,555
-52
-0.7% -$5.27K 0.13% 102
2022
Q1 		$844K Sell
7,607
-500
-6% -$52.8K 0.13% 97
2021
Q4 		$839K Sell
8,107
-177
-2% -$20.5K 0.12% 103
2021
Q3 		$1.04M Sell
8,284
-215
-3% -$27.8K 0.16% 93
2021
Q2 		$1.05M Hold
8,499
– – 0.17% 92
2021
Q1 		$1M Buy
8,499
+32
+0.4% +$3.75K 0.17% 94
2020
Q4 		$992K Buy
8,467
+25
+0.3% +$2.75K 0.18% 89
2020
Q3 		$877K Sell
8,442
-150
-2% -$15.1K 0.18% 88
2020
Q2 		$788K Hold
8,592
– – 0.17% 91
2020
Q1 		$775K Buy
8,592
+148
+2% +$15.7K 0.21% 86
2019
Q4 		$958K Buy
8,444
+11
+0.1% +$1.21K 0.2% 93
2019
Q3 		$916K Buy
8,433
+225
+3% +$23.5K 0.21% 93
2019
Q2 		$799K Hold
8,208
– – 0.18% 100
2019
Q1 		$748K Buy
8,208
+420
+5% +$37.6K 0.18% 99
2018
Q4 		$708K Hold
7,788
– – 0.2% 96
2018
Q3 		$766K Hold
7,788
– – 0.18% 102
2018
Q2 		$667K Hold
7,788
– – 0.17% 104
2018
Q1 		$625K Hold
7,788
– – 0.16% 105
2017
Q4 		$629K Sell
7,788
-800
-9% -$64.1K 0.16% 107
2017
Q3 		$668K Sell
8,588
-150
-2% -$12.5K 0.18% 104
2017
Q2 		$775K Hold
8,738
– – 0.21% 99
2017
Q1 		$704K Buy
8,738
+66
+0.8% +$5.16K 0.19% 100
2016
Q4 		$618K Sell
8,672
-300
-3% -$23.6K 0.18% 106
2016
Q3 		$775K Hold
8,972
– – 0.24% 95
2016
Q2 		$779K Hold
8,972
– – 0.24% 96
2016
Q1 		$673K Sell
8,972
-26
-0.3% -$1.96K 0.21% 93
2015
Q4 		$692K Sell
8,998
-819
-8% -$61.7K 0.22% 93
2015
Q3 		$657K Buy
9,817
+150
+2% +$11K 0.22% 88
2015
Q2 		$716K Hold
9,667
– – 0.23% 85
2015
Q1 		$754K Buy
9,667
+499
+5% +$37.8K 0.25% 85
2014
Q4 		$662K Hold
9,168
– – 0.22% 91
2014
Q3 		$568K Sell
9,168
-50
-0.5% -$3.18K 0.19% 96
2014
Q2 		$588K Sell
9,218
-700
-7% -$42.5K 0.2% 98
2014
Q1 		$610K Hold
9,918
– – 0.22% 89
2013
Q4 		$569K Hold
9,918
– – 0.2% 94
2013
Q3 		$528K Hold
9,918
– – 0.2% 96
2013
Q2 		$510K Buy
+9,918
New +$490K 0.21% 92

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

J.W. Burns & Co's MDT Position: Q1 2026 in Review

J.W. Burns & Co sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,249 shares — an estimated $216K sold.

J.W. Burns & Co first reported a position in MDT in Q2 2013 and held it in 48 quarters. The position peaked at $1.05M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • J.W. Burns & Co reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • J.W. Burns & Co sold 2,249 Medtronic shares in Q1 2026, an estimated $216K.
  • J.W. Burns & Co first reported a position in Medtronic in Q2 2013 and held it in 48 quarters.
  • J.W. Burns & Co's Medtronic position peaked at $1.05M in Q2 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on J.W. Burns & Co's 13F filing for Q1 2026, filed 17 Apr 2026.