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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal's MDT Position: Q2 2026 in Review

Bank of Montreal reduced its Medtronic (MDT) stake by 3.3% in Q2 2026, selling an estimated $10.4M and leaving 3,765,229 shares worth $295M. The position accounts for 0.1% of the portfolio, ranked #165.

Bank of Montreal first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $587M in Q4 2020. 2,147 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Bank of Montreal held 3,765,229 shares of Medtronic worth $295M as of Q2 2026.
Bank of Montreal sold 128,558 Medtronic shares in Q2 2026, an estimated $10.4M.
Medtronic made up 0.1% of Bank of Montreal's portfolio in Q2 2026, its #165 holding.
Bank of Montreal first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Medtronic position peaked at $587M in Q4 2020.
2,147 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.