WLIM
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White Lighthouse Investment Management’s Medtronic MDT Stock Holding History

White Lighthouse Investment Management’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 		$278K Buy
3,209
+54
+2% +$5.17K 0.04% 127
2025
Q4 		$303K Buy
3,155
+296
+10% +$28.8K 0.04% 124
2025
Q3 		$272K Sell
2,859
-28
-1% -$2.57K 0.04% 124
2025
Q2 		$252K Buy
2,887
+40
+1% +$3.39K 0.04% 123
2025
Q1 		$256K Buy
2,847
+96
+3% +$8.59K 0.05% 120
2024
Q4 		$220K Buy
2,751
+33
+1% +$2.86K 0.04% 129
2024
Q3 		$245K Hold
2,718
– – 0.04% 120
2024
Q2 		$214K Hold
2,718
– – 0.04% 119
2024
Q1 		$237K Hold
2,718
– – 0.05% 114
2023
Q4 		$224K Hold
2,718
– – 0.05% 119
2023
Q3 		$213K Hold
2,718
– – 0.05% 112
2023
Q2 		$239K Hold
2,718
– – 0.06% 108
2023
Q1 		$219K Hold
2,718
– – 0.06% 111
2022
Q4 		$211K Hold
2,718
– – 0.06% 109
2022
Q3 		$219K Sell
2,718
-125
-4% -$11.2K 0.06% 101
2022
Q2 		$255K Hold
2,843
– – 0.07% 98
2022
Q1 		$315K Hold
2,843
– – 0.08% 93
2021
Q4 		$294K Hold
2,843
– – 0.07% 99
2021
Q3 		$356K Buy
2,843
+125
+5% +$16.2K 0.1% 88
2021
Q2 		$337K Sell
2,718
-45
-2% -$5.65K 0.09% 91
2021
Q1 		$326K Buy
2,763
+58
+2% +$6.8K 0.1% 89
2020
Q4 		$317K Hold
2,705
– – 0.1% 92
2020
Q3 		$281K Hold
2,705
– – 0.1% 96
2020
Q2 		$248K Hold
2,705
– – 0.09% 104
2020
Q1 		$244K Hold
2,705
– – 0.1% 104
2019
Q4 		$307K Hold
2,705
– – 0.11% 107
2019
Q3 		$294K Hold
2,705
– – 0.12% 106
2019
Q2 		$263K Hold
2,705
– – 0.11% 112
2019
Q1 		$246K Hold
2,705
– – 0.11% 106
2018
Q4 		$246K Buy
+2,705
New +$253K 0.14% 99

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

White Lighthouse Investment Management's MDT Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Medtronic (MDT) stake by 1.7% in Q1 2026, buying an estimated $5.17K and bringing the position to 3,209 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #127.

White Lighthouse Investment Management first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $356K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • White Lighthouse Investment Management held 3,209 shares of Medtronic worth $278K as of Q1 2026.
  • White Lighthouse Investment Management bought 54 Medtronic shares in Q1 2026, an estimated $5.17K.
  • Medtronic made up 0.04% of White Lighthouse Investment Management's portfolio in Q1 2026, its #127 holding.
  • White Lighthouse Investment Management first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • White Lighthouse Investment Management's Medtronic position peaked at $356K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.