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JM2 Capital’s Medtronic MDT Stock Holding History

JM2 Capital’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
Q2 		$220K Sell
2,815
-644
-19% -$52K 0.15% 114
2026
Q1 		$300K Sell
3,459
-160
-4% -$15.3K 0.25% 92
2025
Q4 		$348K Buy
+3,619
New +$352K 0.28% 83

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

JM2 Capital's MDT Position: Q2 2026 in Review

JM2 Capital reduced its Medtronic (MDT) stake by 19% in Q2 2026, selling an estimated $52K and leaving 2,815 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #114.

JM2 Capital first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • JM2 Capital held 2,815 shares of Medtronic worth $220K as of Q2 2026.
  • JM2 Capital sold 644 Medtronic shares in Q2 2026, an estimated $52K.
  • Medtronic made up 0.15% of JM2 Capital's portfolio in Q2 2026, its #114 holding.
  • JM2 Capital first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Medtronic position peaked at $348K in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.