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W.H. Cornerstone Investments’s Medtronic MDT Stock Holding History

W.H. Cornerstone Investments’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 		$1.03M Sell
11,837
-3,598
-23% -$345K 0.64% 37
2025
Q4 		$1.48M Sell
15,435
-932
-6% -$90.5K 0.89% 29
2025
Q3 		$1.56M Sell
16,367
-1,276
-7% -$117K 0.95% 22
2025
Q2 		$1.54M Buy
17,643
+5,390
+44% +$457K 0.97% 23
2025
Q1 		$1.1M Buy
12,253
+5,107
+71% +$457K 0.76% 35
2024
Q4 		$571K Buy
7,146
+3,629
+103% +$314K 0.38% 67
2024
Q3 		$317K Buy
+3,517
New +$296K 0.21% 91

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

W.H. Cornerstone Investments's MDT Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Medtronic (MDT) stake by 23% in Q1 2026, selling an estimated $345K and leaving 11,837 shares worth $1.03M. The position accounts for 0.64% of the portfolio, ranked #37.

W.H. Cornerstone Investments first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • W.H. Cornerstone Investments held 11,837 shares of Medtronic worth $1.03M as of Q1 2026.
  • W.H. Cornerstone Investments sold 3,598 Medtronic shares in Q1 2026, an estimated $345K.
  • Medtronic made up 0.64% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #37 holding.
  • W.H. Cornerstone Investments first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • W.H. Cornerstone Investments's Medtronic position peaked at $1.56M in Q3 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.