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JPL Wealth Management’s Medtronic MDT Stock Holding History

JPL Wealth 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 		$18.6K Buy
+214
New +$20.5K ﹤0.01% 408
2025
Q4 		– Sell
-417
Closed -$39.7K – 709
2025
Q3 		$39.7K Buy
+417
New +$38.3K 0.01% 279

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

JPL Wealth Management's MDT Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Medtronic (MDT) in Q1 2026: 214 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MDT as recently as Q3 2025.

JPL Wealth Management first reported a position in MDT in Q3 2025 and has held it in 2 quarters since. The position peaked at $39.7K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • JPL Wealth Management held 214 shares of Medtronic worth $18.6K as of Q1 2026.
  • Medtronic was a new JPL Wealth Management position in Q1 2026.
  • Medtronic made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #408 holding.
  • JPL Wealth Management first reported a position in Medtronic in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Medtronic position peaked at $39.7K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.