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Philip James Wealth Mangement’s Medtronic MDT Stock Holding History

Philip James Wealth Mangement’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
2025
Q1 		– Sell
-2,822
Closed -$225K – 179
2024
Q4 		$225K Sell
2,822
-78
-3% -$6.75K 0.03% 160
2024
Q3 		$261K Buy
2,900
+279
+11% +$23.5K 0.03% 136
2024
Q2 		$206K Buy
2,621
+38
+1% +$3.12K 0.14% 73
2024
Q1 		$225K Sell
2,583
-1,489
-37% -$127K 0.16% 68
2023
Q4 		$335K Buy
+4,072
New +$310K 0.26% 49

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Philip James Wealth Mangement's MDT Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,822 shares — an estimated $225K sold.

Philip James Wealth Mangement first reported a position in MDT in Q4 2023 and held it in 5 quarters. The position peaked at $335K in Q4 2023. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 2,822 Medtronic shares in Q1 2025, an estimated $225K.
  • Philip James Wealth Mangement first reported a position in Medtronic in Q4 2023 and held it in 5 quarters.
  • Philip James Wealth Mangement's Medtronic position peaked at $335K in Q4 2023.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.