Miller Investment Management’s Medtronic MDT Stock Holding History

Miller Investment Management’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	$1.38M	Hold	15,885	–	–	0.14%	41
2025 Q4	$1.53M	Hold	15,885	–	–	0.15%	41
2025 Q3	$1.51M	Sell	15,885 -10,280	-39%	-$945K	0.15%	47
2025 Q2	$2.28M	Hold	26,165	–	–	0.24%	39
2025 Q1	$2.35M	Hold	26,165	–	–	0.26%	37
2024 Q4	$2.09M	Hold	26,165	–	–	0.23%	42
2024 Q3	$2.36M	Hold	26,165	–	–	0.25%	37
2024 Q2	$2.06M	Hold	26,165	–	–	0.25%	42
2024 Q1	$2.28M	Hold	26,165	–	–	0.29%	40
2023 Q4	$2.16M	Hold	26,165	–	–	0.31%	40
2023 Q3	$2.05M	Hold	26,165	–	–	0.32%	36
2023 Q2	$2.31M	Hold	26,165	–	–	0.35%	34
2023 Q1	$2.11M	Hold	26,165	–	–	0.35%	33
2022 Q4	$2.03M	Hold	26,165	–	–	0.35%	35
2022 Q3	$2.11M	Hold	26,165	–	–	0.44%	31
2022 Q2	$2.35M	Hold	26,165	–	–	0.48%	28
2022 Q1	$2.9M	Buy	26,165 +1,000	+4%	+$106K	0.46%	29
2021 Q4	$2.6M	Hold	25,165	–	–	0.37%	32
2021 Q3	$3.15M	Hold	25,165	–	–	0.54%	24
2021 Q2	$3.12M	Hold	25,165	–	–	0.54%	20
2021 Q1	$2.97M	Hold	25,165	–	–	0.55%	20
2020 Q4	$2.95M	Hold	25,165	–	–	0.55%	18
2020 Q3	$2.62M	Hold	25,165	–	–	0.64%	15
2020 Q2	$2.31M	Hold	25,165	–	–	0.68%	13
2020 Q1	$2.27M	Hold	25,165	–	–	0.73%	8
2019 Q4	$2.85M	Hold	25,165	–	–	0.63%	15
2019 Q3	$2.73M	Hold	25,165	–	–	0.62%	14
2019 Q2	$2.45M	Hold	25,165	–	–	0.56%	17
2019 Q1	$2.29M	Hold	25,165	–	–	0.6%	17
2018 Q4	$2.29M	Hold	25,165	–	–	0.67%	15
2018 Q3	$2.48M	Hold	25,165	–	–	0.75%	13
2018 Q2	$2.15M	Hold	25,165	–	–	0.65%	17
2018 Q1	$2.02M	Hold	25,165	–	–	0.66%	18
2017 Q4	$2.03M	Hold	25,165	–	–	0.62%	23
2017 Q3	$1.96M	Hold	25,165	–	–	0.63%	21
2017 Q2	$2.23M	Hold	25,165	–	–	0.79%	14
2017 Q1	$2.03M	Hold	25,165	–	–	0.74%	18
2016 Q4	$1.79M	Hold	25,165	–	–	0.58%	22
2016 Q3	$2.17M	Hold	25,165	–	–	0.78%	9
2016 Q2	$2.18M	Hold	25,165	–	–	0.84%	9
2016 Q1	$1.89M	Hold	25,165	–	–	0.82%	14
2015 Q4	$1.94M	Hold	25,165	–	–	0.75%	10
2015 Q3	$1.69M	Hold	25,165	–	–	0.68%	15
2015 Q2	$1.86M	Hold	25,165	–	–	0.7%	12
2015 Q1	$1.96M	Hold	25,165	–	–	0.71%	12
2014 Q4	$1.82M	Hold	25,165	–	–	0.69%	18
2014 Q3	$1.56M	Hold	25,165	–	–	0.75%	24
2014 Q2	$1.6M	Sell	25,165 -7,405	-23%	-$450K	0.71%	25
2014 Q1	$2M	Hold	32,570	–	–	1.12%	18
2013 Q4	$1.87M	Hold	32,570	–	–	1.04%	27
2013 Q3	$1.73M	Hold	32,570	–	–	1.04%	30
2013 Q2	$1.68M	Buy	+32,570	New	+$1.61M	1.19%	26

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Miller Investment Management's MDT Position: Q1 2026 in Review

Miller Investment Management held its Medtronic (MDT) position steady in Q1 2026 at 15,885 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #41.

Miller Investment Management first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.15M in Q3 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Miller Investment Management held 15,885 shares of Medtronic worth $1.38M as of Q1 2026.
Miller Investment Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.14% of Miller Investment Management's portfolio in Q1 2026, its #41 holding.
Miller Investment Management first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Medtronic position peaked at $3.15M in Q3 2021.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.