Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionCwm, Llc
Latest Disclosed Ownership244,081 shares
Latest Disclosed Value $ 21,149,644
Cwm, Llc reports 25.79% decrease in ownership of MDT / Medtronic plc

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 244,081 shares of Medtronic plc (US:MDT) valued at $21,149,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 328,909 shares of Medtronic plc. This represents a change in shares of -25.79% during the quarter. The current value of the position is $19,026,114 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MEDTRONIC SHS G5960L103 244,081 -84,828 -25.79 21,150 68,122.58 0.0556
2026-01-26 2025-12-31 13F MEDTRONIC SHS G5960L103 328,909 -4,711 -1.41 32 0.00 0.0856
2025-10-15 2025-09-30 13F MEDTRONIC SHS G5960L103 333,620 49,783 17.54 32 29.17 0.0956
2025-07-25 2025-06-30 13F MEDTRONIC SHS G5960L103 283,837 -9,059 -3.09 25 -7.69 0.0873
2025-05-01 2025-03-31 13F MEDTRONIC SHS G5960L103 292,896 19,438 7.11 26 23.81 0.1050
2025-02-04 2024-12-31 13F MEDTRONIC SHS G5960L103 273,458 14,647 5.66 22 -8.70 0.0907
2024-10-08 2024-09-30 13F MEDTRONIC SHS G5960L103 258,811 -2,640 -1.01 23 15.00 0.1002
2024-07-10 2024-06-30 13F MEDTRONIC SHS G5960L103 261,451 -213 -0.08 21 -9.09 0.0970
2024-04-05 2024-03-31 13F MEDTRONIC SHS G5960L103 261,664 -732 -0.28 23 4.76 0.1109
2024-02-01 2023-12-31 13F MEDTRONIC SHS G5960L103 262,396 -15,977 -5.74 22 0.00 0.1162
2023-10-11 2023-09-30 13F MEDTRONIC SHS G5960L103 278,373 11,371 4.26 22 -8.70 0.1337
2023-08-03 2023-06-30 13F MEDTRONIC SHS G5960L103 267,002 -17,511 -6.15 24 4.55 0.1454
2023-05-01 2023-03-31 13F MEDTRONIC SHS G5960L103 284,513 18,123 6.80 23 10.00 0.1550
2023-02-01 2022-12-31 13F MEDTRONIC SHS G5960L103 266,390 27,429 11.48 21 -99.90 0.1525
2022-10-27 2022-09-30 13F MEDTRONIC SHS G5960L103 238,961 19,571 8.92 19,296 -2.00 0.1533
2022-07-28 2022-06-30 13F MEDTRONIC SHS G5960L103 219,390 14,557 7.11 19,690 -13.36 0.1525
2022-04-21 2022-03-31 13F MEDTRONIC SHS G5960L103 204,833 -2,130 -1.03 22,726 6.15 0.1612
2022-01-31 2021-12-31 13F MEDTRONIC SHS G5960L103 206,963 -10,592 -4.87 21,410 -20.72 0.1507
2021-09-15 2021-06-30 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2021-07-29 2021-06-30 13F MEDTRONIC SHS G5960L103 217,555 0 27,005 0.2152
2021-09-15 2021-03-31 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2021-04-27 2021-03-31 13F MEDTRONIC SHS G5960L103 216,112 -1,443 25,529 0.2245
2021-09-15 2020-12-31 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2021-01-27 2020-12-31 13F MEDTRONIC SHS G5960L103 220,729 3,174 25,856 0.2423
2021-09-15 2020-09-30 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2020-10-19 2020-09-30 13F MEDTRONIC SHS G5960L103 219,646 2,091 22,826 0.2538
2021-09-15 2020-06-30 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2020-07-22 2020-06-30 13F MEDTRONIC SHS G5960L103 227,568 10,013 20,868 0.2475
2021-09-15 2020-03-31 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2020-04-28 2020-03-31 13F MEDTRONIC SHS G5960L103 54,969 -162,586 4,957 0.0738
2021-09-14 2019-12-31 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2020-01-27 2019-12-31 13F MEDTRONIC SHS G5960L103 60,532 -157,023 6,867 0.0877
2021-09-14 2019-09-30 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2019-10-22 2019-09-30 13F MEDTRONIC SHS G5960L103 60,649 -156,906 6,588 0.0959
2021-09-14 2019-06-30 13F/A-1 MEDTRONIC SHS G5960L103 217,555 0 0.00 27,005 0.00 0.2152
2019-07-31 2019-06-30 13F MEDTRONIC SHS G5960L103 75,821 -141,734 7,384 0.1221
2021-09-02 2019-03-31 13F/A-1 MEDTRONIC SHS G5960L103 217,555 130,939 151.17 27,005 242.75 0.2152
2019-04-22 2019-03-31 13F MEDTRONIC SHS G5960L103 81,927 -4,689 7,462 0.1497
2019-01-25 2018-12-31 13F MEDTRONIC SHS G5960L103 86,616 -49,352 -36.30 7,879 -41.09 0.1967
2018-10-29 2018-09-30 13F MEDTRONIC SHS G5960L103 135,968 28,586 26.62 13,375 45.49 0.3415
2018-07-31 2018-06-30 13F MEDTRONIC SHS G5960L103 107,382 24,608 29.73 9,193 38.45 0.3025
2018-04-26 2018-03-31 13F MEDTRONIC SHS G5960L103 82,774 9,965 13.69 6,640 12.94 0.2639
2018-01-16 2017-12-31 13F MEDTRONIC SHS G5960L103 72,809 5,403 8.02 5,879 12.15 0.2611
2017-10-16 2017-09-30 13F MEDTRONIC SHS G5960L103 67,406 2,358 3.63 5,242 -9.20 0.2478
2017-07-17 2017-06-30 13F MEDTRONIC SHS G5960L103 65,048 -14,747 -18.48 5,773 -10.19 0.2958
2017-04-17 2017-03-31 13F MEDTRONIC SHS G5960L103 79,795 1,818 2.33 6,428 15.74 0.3634
2017-01-19 2016-12-31 13F MEDTRONIC SHS G5960L103 77,977 76,891 7,080.20 5,554 5,808.51 0.3404
2016-10-17 2016-09-30 13F MEDTRONIC SHS G5960L103 1,086 -67,923 -98.43 94 -98.43 0.0065
2016-07-21 2016-06-30 13F MEDTRONIC SHS G5960L103 69,009 2,002 2.99 5,988 19.14 0.4367
2016-04-18 2016-03-31 13F MEDTRONIC SHS G5960L103 67,007 66,794 31,358.69 5,026 31,312.50 0.4413
2016-02-01 2015-12-31 13F MEDTRONIC SHS G5960L103 213 117 121.88 16 166.67 0.0016
2015-10-30 2015-09-30 13F MEDTRONIC SHS G5960L103 96 -246 -71.93 6 -68.42 0.0006
2014-02-14 2013-12-31 13F MEDTRONIC COM 585055106 342 182 113.75 19 111.11 0.0030
2013-11-14 2013-09-30 13F MEDTRONIC COM 585055106 160 160 9 0.0024
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.