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Williams Jones Wealth Management’s Medtronic MDT Stock Holding History

Williams Jones Wealth 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 		$200K Sell
2,312
-43
-2% -$4.12K ﹤0.01% 479
2025
Q4 		$226K Buy
+2,355
New +$229K ﹤0.01% 456
2024
Q2 		– Sell
-11,939
Closed -$1.04M – 541
2024
Q1 		$1.04M Sell
11,939
-860
-7% -$73.4K 0.01% 259
2023
Q4 		$1.05M Sell
12,799
-213
-2% -$16.2K 0.01% 252
2023
Q3 		$1.02M Sell
13,012
-4,866
-27% -$407K 0.02% 248
2023
Q2 		$1.58M Sell
17,878
-5,332
-23% -$459K 0.02% 216
2023
Q1 		$1.87M Buy
23,210
+2,836
+14% +$231K 0.03% 210
2022
Q4 		$1.58M Sell
20,374
-725
-3% -$58.8K 0.03% 221
2022
Q3 		$1.7M Sell
21,099
-1,670
-7% -$150K 0.03% 216
2022
Q2 		$2.04M Buy
22,769
+5,143
+29% +$521K 0.03% 206
2022
Q1 		$1.96M Buy
17,626
+9,629
+120% +$1.02M 0.03% 203
2021
Q4 		$827K Sell
7,997
-103
-1% -$11.9K 0.01% 276
2021
Q3 		$1.01M Sell
8,100
-6
-0.1% -$777 0.01% 247
2021
Q2 		$1.01M Buy
8,106
+531
+7% +$66.7K 0.01% 248
2021
Q1 		$895K Sell
7,575
-75
-1% -$8.79K 0.01% 254
2020
Q4 		$896K Hold
7,650
– – 0.01% 232
2020
Q3 		$795K Buy
7,650
+91
+1% +$9.14K 0.01% 220
2020
Q2 		$693K Buy
7,559
+1,458
+24% +$140K 0.01% 231
2020
Q1 		$550K Buy
6,101
+788
+15% +$83.8K 0.01% 223
2019
Q4 		$603K Buy
5,313
+27
+0.5% +$2.96K 0.01% 254
2019
Q3 		$574K Buy
+5,286
New +$552K 0.01% 254

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

Williams Jones Wealth Management's MDT Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Medtronic (MDT) stake by 1.8% in Q1 2026, selling an estimated $4.12K and leaving 2,312 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Williams Jones Wealth Management first reported a position in MDT in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.04M in Q2 2022. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Williams Jones Wealth Management held 2,312 shares of Medtronic worth $200K as of Q1 2026.
  • Williams Jones Wealth Management sold 43 Medtronic shares in Q1 2026, an estimated $4.12K.
  • Medtronic made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #479 holding.
  • Williams Jones Wealth Management first reported a position in Medtronic in Q3 2019 and has held it in 21 quarters since.
  • Williams Jones Wealth Management's Medtronic position peaked at $2.04M in Q2 2022.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.