Bank of Montreal’s Medtronic MDT Stock Holding History

Bank of Montreal’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	–	Sell	-26,600	Closed	-$2.56M	–	3914
2025 Q4	$2.56M	Sell	26,600 -13,400	-34%	-$1.3M	﹤0.01%	1564
2025 Q3	$3.81M	Hold	40,000	–	–	﹤0.01%	1419
2025 Q2	$3.49M	Hold	40,000	–	–	﹤0.01%	1389
2025 Q1	$3.59M	Buy	+40,000	New	+$3.58M	﹤0.01%	1291
2020 Q3	–	Sell	-84,800	Closed	-$7.64M	–	4863
2020 Q2	$7.64M	Buy	+84,800	New	+$8.13M	0.01%	968
2020 Q1	–	Sell	-268,100	Closed	-$30.4M	–	4446
2019 Q4	$30.4M	Buy	+268,100	New	+$29.4M	0.02%	559
2019 Q2	–	Sell	-58,300	Closed	-$5.31M	–	5001
2019 Q1	$5.31M	Buy	58,300 +44,600	+326%	+$3.99M	﹤0.01%	1129
2018 Q4	$1.25M	Sell	13,700 -636,300	-98%	-$59.5M	﹤0.01%	1783
2018 Q3	$63.9M	Buy	+650,000	New	+$60.1M	0.05%	314

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's MDT Position: Q1 2026 in Review

Bank of Montreal reduced its Medtronic (MDT) stake by 5.1% in Q1 2026, selling an estimated $20M and leaving 3,893,787 shares worth $337M. The position accounts for 0.13% of the portfolio, ranked #144.

Bank of Montreal first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $587M in Q4 2020. 2,238 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Bank of Montreal held 3,893,787 shares of Medtronic worth $337M as of Q1 2026.
Bank of Montreal sold 208,554 Medtronic shares in Q1 2026, an estimated $20M.
Medtronic made up 0.13% of Bank of Montreal's portfolio in Q1 2026, its #144 holding.
Bank of Montreal first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Medtronic position peaked at $587M in Q4 2020.
2,238 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.