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Monument Capital Management’s Medtronic MDT Stock Holding History

Monument Capital 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 		– Sell
-2,526
Closed -$243K – 237
2025
Q4 		$243K Sell
2,526
-700
-22% -$68K 0.06% 197
2025
Q3 		$307K Buy
+3,226
New +$297K 0.08% 171
2018
Q4 		– Sell
-27
Closed -$3K – 234
2018
Q3 		$3K Buy
+27
New +$2.5K ﹤0.01% 220

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monument Capital Management's MDT Position: Q1 2026 in Review

Monument Capital Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,526 shares — an estimated $243K sold.

Monument Capital Management first reported a position in MDT in Q3 2018 and held it in 3 quarters. The position peaked at $307K in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Monument Capital Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Monument Capital Management sold 2,526 Medtronic shares in Q1 2026, an estimated $243K.
  • Monument Capital Management first reported a position in Medtronic in Q3 2018 and held it in 3 quarters.
  • Monument Capital Management's Medtronic position peaked at $307K in Q3 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.