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Westerkirk Capital’s Medtronic MDT Stock Holding History

Westerkirk Capital’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 		$424K Hold
4,895
– – 0.05% 156
2025
Q4 		$470K Sell
4,895
-5,683
-54% -$552K 0.05% 159
2025
Q3 		$1.01M Buy
10,578
+3,510
+50% +$323K 0.12% 141
2025
Q2 		$616K Buy
+7,068
New +$599K 0.08% 175

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

Westerkirk Capital's MDT Position: Q1 2026 in Review

Westerkirk Capital held its Medtronic (MDT) position steady in Q1 2026 at 4,895 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #156.

Westerkirk Capital first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Westerkirk Capital held 4,895 shares of Medtronic worth $424K as of Q1 2026.
  • Westerkirk Capital left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.05% of Westerkirk Capital's portfolio in Q1 2026, its #156 holding.
  • Westerkirk Capital first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Medtronic position peaked at $1.01M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.