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NWAM LLC’s Medtronic MDT Stock Holding History

NWAM LLC’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 		$1.41M Buy
16,273
+374
+2% +$35.8K 0.08% 231
2025
Q4 		$1.6M Buy
15,899
+2,395
+18% +$233K 0.09% 203
2025
Q3 		$1.29M Buy
13,504
+3,612
+37% +$332K 0.07% 245
2025
Q2 		$891K Buy
+9,892
New +$839K 0.05% 286
2025
Q1 		– Sell
-4,031
Closed -$322K – 565
2024
Q4 		$322K Sell
4,031
-531
-12% -$46K 0.02% 468
2024
Q3 		$411K Sell
4,562
-281
-6% -$23.6K 0.03% 422
2024
Q2 		$381K Buy
4,843
+351
+8% +$28.8K 0.11% 96
2024
Q1 		$371K Buy
4,492
+141
+3% +$12K 0.03% 393
2023
Q4 		$358K Buy
4,351
+291
+7% +$22.2K 0.03% 395
2023
Q3 		$318K Sell
4,060
-658
-14% -$55.1K 0.03% 373
2023
Q2 		$416K Buy
4,718
+525
+13% +$45.2K 0.03% 363
2023
Q1 		$338K Sell
4,193
-1,102
-21% -$89.8K 0.03% 340
2022
Q4 		$412K Buy
5,295
+486
+10% +$39.4K 0.04% 345
2022
Q3 		$388K Sell
4,809
-1,746
-27% -$157K 0.04% 344
2022
Q2 		$592K Sell
6,555
-754
-10% -$76.4K 0.05% 273
2022
Q1 		$811K Buy
7,309
+2,775
+61% +$293K 0.06% 254
2021
Q4 		$469K Buy
4,534
+1,269
+39% +$147K 0.04% 339
2021
Q3 		$409K Sell
3,265
-160
-5% -$20.7K 0.04% 353
2021
Q2 		$425K Sell
3,425
-1,187
-26% -$149K 0.04% 331
2021
Q1 		$545K Buy
4,612
+771
+20% +$90.4K 0.05% 290
2020
Q4 		$450K Buy
+3,841
New +$423K 0.05% 284
2020
Q3 		– Sell
-3,969
Closed -$364K – 354
2020
Q2 		$364K Buy
3,969
+543
+16% +$52.1K 0.05% 294
2020
Q1 		$309 Buy
3,426
+447
+15% +$47.6K 0.01% 297
2019
Q4 		$338K Sell
2,979
-112
-4% -$12.3K 0.06% 279
2019
Q3 		$336K Sell
3,091
-86
-3% -$8.97K 0.06% 263
2019
Q2 		$309K Sell
3,177
-155
-5% -$14.2K 0.06% 268
2019
Q1 		$304K Sell
3,332
-175
-5% -$15.7K 0.07% 267
2018
Q4 		$319K Buy
3,507
+62
+2% +$5.79K 0.08% 232
2018
Q3 		$339K Buy
3,445
+772
+29% +$71.4K 0.08% 240
2018
Q2 		$229K Sell
2,673
-97
-4% -$8.1K 0.05% 295
2018
Q1 		$222K Buy
2,770
+203
+8% +$16.7K 0.06% 291
2017
Q4 		$207K Sell
2,567
-858
-25% -$68.7K 0.05% 295
2017
Q3 		$266K Buy
3,425
+397
+13% +$33K 0.07% 250
2017
Q2 		$269K Sell
3,028
-1,051
-26% -$88.6K 0.05% 244
2017
Q1 		$329K Buy
4,079
+1,109
+37% +$86.6K 0.1% 204
2016
Q4 		$212K Sell
2,970
-214
-7% -$16.8K 0.07% 253
2016
Q3 		$275K Buy
+3,184
New +$277K 0.02% 206
2016
Q2 		– Sell
-3,570
Closed -$268K – 258
2016
Q1 		$268K Sell
3,570
-489
-12% -$36.8K 0.11% 187
2015
Q4 		$312K Buy
+4,059
New +$306K 0.13% 163
2015
Q2 		– Sell
-3,357
Closed -$262K – 264
2015
Q1 		$262K Buy
3,357
+87
+3% +$6.59K 0.11% 183
2014
Q4 		$236K Sell
3,270
-203
-6% -$14.1K 0.1% 191
2014
Q3 		$215K Sell
3,473
-1,189
-26% -$75.6K 0.08% 254
2014
Q2 		$297K Buy
4,662
+203
+5% +$12.3K 0.09% 207
2014
Q1 		$274K Buy
+4,459
New +$260K 0.09% 191

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

NWAM LLC's MDT Position: Q1 2026 in Review

NWAM LLC increased its Medtronic (MDT) stake by 2.4% in Q1 2026, buying an estimated $35.8K and bringing the position to 16,273 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #231.

NWAM LLC first reported a position in MDT in Q1 2014 and has held it in 44 quarters since. The position peaked at $1.6M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • NWAM LLC held 16,273 shares of Medtronic worth $1.41M as of Q1 2026.
  • NWAM LLC bought 374 Medtronic shares in Q1 2026, an estimated $35.8K.
  • Medtronic made up 0.08% of NWAM LLC's portfolio in Q1 2026, its #231 holding.
  • NWAM LLC first reported a position in Medtronic in Q1 2014 and has held it in 44 quarters since.
  • NWAM LLC's Medtronic position peaked at $1.6M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.