Lipe & Dalton

Position in MDT — Medtronic plc

CIK 1570396 SYRACUSE, NY

Position in MDT

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$801,512

-$231,133 QoQ

Shares Held

9,250

-14.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lipe & Dalton holds $625,653 across 2 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)	Open
1	BSX	Boston Scientific Corp	11,300	$482,284
2	ABT	Abbott Laboratories	1,580	$143,369

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$801,512	9,250	-14.0%	Shares	Sole	2026-04-30
2025-12-31	$1,032,645	10,750	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$1,046,497	10,988	-2.7%	Shares	Sole	2026-01-26
2025-06-30	$983,974	11,288	-7.0%	Shares	Sole	2025-08-01
2025-03-31	$1,090,720	12,138	-8.4%	Shares	Sole	2025-05-05
2024-12-31	$1,058,250	13,248	-3.4%	Shares	Sole	2025-02-03
2024-09-30	$1,235,211	13,720	-0.4%	Shares	Sole	2024-11-04
2024-06-30	$1,083,836	13,770	+5.4%	Shares	Sole	2024-08-02
2024-03-31	$1,138,179	13,060	+1.6%	Shares	Sole	2024-05-07
2023-12-31	$1,059,406	12,860	0.0%	Shares	Sole	2024-01-30
2023-09-30	$1,007,709	12,860	+0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,132,877	12,859	+6.9%	Shares	Sole	2023-07-26
2023-03-31	$970,019	12,032	-2.6%	Shares	Sole	2023-05-02
2022-12-31	$960,308	12,356	-3.1%	Shares	Sole	2023-02-03
2022-09-30	$1,029,966	12,755	+9.5%	Shares	Sole	2022-11-07
2022-06-30	$1,045,856	11,653	-1.3%	Shares	Sole	2022-08-01
2022-03-31	$1,309,431	11,802	+2.8%	Shares	Sole	2022-04-26
2021-09-30	$1,438,516	11,476	-1.7%	Shares	Sole	2021-11-01
2021-06-30	$1,449,217	11,675	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,379,049	11,674	-1.9%	Shares	Sole	2021-04-30
2020-12-31	$1,393,731	11,898	+0.9%	Shares	Sole	2021-01-29
2020-09-30	$1,225,944	11,797	-3.3%	Shares	Sole	2020-10-30
2020-06-30	$1,118,464	12,197	-0.8%	Shares	Sole	2020-08-07
2020-03-31	$1,108,853	12,296	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.