Boltwood Capital Management MDT — MEDTRONIC PLC

Ownership history in Boltwood Capital Management  ·  4 quarters on record

AI Ownership Summary

Boltwood Capital Management reported MEDTRONIC PLC (MDT) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.12% in 2026 Q3. The latest visible filing shows MDT at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boltwood Capital Management's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MDT was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page Boltwood Capital Management fund profile Boltwood Capital Management full holdings
How Boltwood Capital Management held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 6,178 -75 -1.2% 0.12% $533K 2026-10-02 $86.38
2026 Q2 ADDED — — — 6,253 +2,070 +49.5% 0.11% $489K 2026-07-06 $82.38
2026 Q1 ADDED — — — 4,183 +1,768 +73.2% 0.09% $362K 2026-04-08 $87.14
2025 Q4 INITIATED — — — 2,415 — — 0.06% $232K 2026-01-02 $93.65

🏢 Other funds also holding MDT

As of 2026 Q3 — sorted by position size

Stonebridge Financial Group, LLC 0.35% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.25% First Financial Bank - Trust Division 3Y 7Y 0.23% DOLIVER ADVISORS, LP 3Y 7Y 0.18% Roxbury Financial LLC 0.09% First Citizens Financial Corp 3Y 0.08% Versant Capital Management, Inc 3Y 7Y 0.06% Montecito Bank & Trust 3Y 7Y 0.05% Sarver Vrooman Wealth Advisors 0.02% Hickory Point Bank & Trust 0.02%

FAQ About Boltwood Capital Management and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boltwood Capital Management reported owning MDT?

Boltwood Capital Management reported MDT across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported MDT position in Boltwood Capital Management's portfolio?

The largest reported portfolio weight for MDT was 0.12% in 2026 Q3.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q3, when Boltwood Capital Management reported 6,178 shares, equal to 0.12% of portfolio, with an estimated market value of $533K.

What does the chart on this MDT ownership page compare?

The chart compares Boltwood Capital Management's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boltwood Capital Management time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, Boltwood Capital Management correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MDT relative to SPY over the holding period was -24.3%.

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