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KLCM Advisors’s Medtronic MDT Stock Holding History

KLCM Advisors’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
2025
Q1 		– Sell
-133,644
Closed -$10.7M – 179
2024
Q4 		$10.7M Sell
133,644
-6,344
-5% -$549K 1.24% 24
2024
Q3 		$12.6M Sell
139,988
-74,609
-35% -$6.28M 1.5% 22
2024
Q2 		$16.9M Sell
214,597
-2,130
-1% -$175K 2.09% 13
2024
Q1 		$18.9M Sell
216,727
-2,558
-1% -$218K 2.43% 14
2023
Q4 		$18.1M Buy
219,285
+7,412
+3% +$565K 2.79% 9
2023
Q3 		$16.6M Sell
211,873
-18
-0% -$1.51K 3.12% 11
2023
Q2 		$18.7M Sell
211,891
-2,685
-1% -$231K 3.65% 7
2023
Q1 		$17.3M Buy
214,576
+129,919
+153% +$10.6M 3.43% 9
2022
Q4 		$6.58M Buy
84,657
+5,478
+7% +$444K 1.34% 27
2022
Q3 		$6.39M Buy
79,179
+2,015
+3% +$181K 1.5% 25
2022
Q2 		$6.92M Buy
+77,164
New +$7.82M 1.54% 23

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KLCM Advisors's MDT Position: Q1 2025 in Review

KLCM Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 133,644 shares — an estimated $10.7M sold.

KLCM Advisors first reported a position in MDT in Q2 2022 and held it in 11 quarters. The position peaked at $18.9M in Q1 2024. 2,171 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • KLCM Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • KLCM Advisors sold 133,644 Medtronic shares in Q1 2025, an estimated $10.7M.
  • KLCM Advisors first reported a position in Medtronic in Q2 2022 and held it in 11 quarters.
  • KLCM Advisors's Medtronic position peaked at $18.9M in Q1 2024.
  • 2,171 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on KLCM Advisors's 13F filing for Q1 2025, filed 13 May 2025.