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Phillip James Consulting’s Medtronic MDT Stock Holding History

Phillip James Consulting’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
Q2 		$758K Buy
9,683
+1,750
+22% +$141K 0.51% 30
2026
Q1 		$687K Buy
+7,933
New +$760K 0.52% 34

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Phillip James Consulting's MDT Position: Q2 2026 in Review

Phillip James Consulting increased its Medtronic (MDT) stake by 22% in Q2 2026, buying an estimated $141K and bringing the position to 9,683 shares worth $758K. The position accounts for 0.51% of the portfolio, ranked #30.

Phillip James Consulting first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Phillip James Consulting held 9,683 shares of Medtronic worth $758K as of Q2 2026.
  • Phillip James Consulting bought 1,750 Medtronic shares in Q2 2026, an estimated $141K.
  • Medtronic made up 0.51% of Phillip James Consulting's portfolio in Q2 2026, its #30 holding.
  • Phillip James Consulting first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.