9WM
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9258 Wealth Management’s Abbott ABT Stock Holding History

9258 Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.52M Buy
13,356
+754
+6% +$82.7K 0.23% 91
2024
Q2 		$1.31M Buy
12,602
+49
+0.4% +$5.2K 0.2% 96
2024
Q1 		$1.43M Buy
12,553
+189
+2% +$21.7K 0.22% 89
2023
Q4 		$1.36M Sell
12,364
-138
-1% -$13.8K 0.24% 86
2023
Q3 		$1.21M Sell
12,502
-1,174
-9% -$123K 0.24% 84
2023
Q2 		$1.49M Buy
13,676
+43
+0.3% +$4.58K 0.28% 70
2023
Q1 		$1.38M Sell
13,633
-231
-2% -$24.4K 0.28% 73
2022
Q4 		$1.52M Buy
13,864
+54
+0.4% +$5.59K 0.33% 68
2022
Q3 		$1.34M Buy
13,810
+114
+0.8% +$12.2K 0.34% 66
2022
Q2 		$1.49M Buy
13,696
+15
+0.1% +$1.7K 0.38% 62
2022
Q1 		$1.62M Sell
13,681
-508
-4% -$63K 0.38% 54
2021
Q4 		$2M Buy
14,189
+224
+2% +$28.7K 0.46% 38
2021
Q3 		$1.65M Buy
13,965
+363
+3% +$44.6K 0.44% 41
2021
Q2 		$1.58M Sell
13,602
-228
-2% -$26.6K 0.42% 46
2021
Q1 		$1.66M Buy
13,830
+923
+7% +$109K 0.5% 39
2020
Q4 		$1.41M Buy
12,907
+71
+0.6% +$7.72K 0.46% 42
2020
Q3 		$1.35M Sell
12,836
-105
-0.8% -$10.7K 0.51% 35
2020
Q2 		$1.18M Buy
12,941
+146
+1% +$13.2K 0.48% 44
2020
Q1 		$1.22M Sell
12,795
-113
-0.9% -$9.43K 0.53% 41
2019
Q4 		$1.12M Buy
12,908
+7,432
+136% +$622K 0.41% 62
2019
Q3 		$458K Buy
5,476
+1,094
+25% +$93K 0.36% 92
2019
Q2 		$369K Buy
4,382
+843
+24% +$66.4K 0.3% 112
2019
Q1 		$283K Buy
3,539
+405
+13% +$30.1K 0.24% 122
2018
Q4 		$227K Buy
+3,134
New +$220K 0.22% 140

Other funds holding ABT

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's ABT Position: Q3 2024 in Review

9258 Wealth Management increased its Abbott (ABT) stake by 6% in Q3 2024, buying an estimated $82.7K and bringing the position to 13,356 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #91.

9258 Wealth Management first reported a position in ABT in Q4 2018 and has held it in 24 quarters since. The position peaked at $2M in Q4 2021. 2,896 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

  • 9258 Wealth Management held 13,356 shares of Abbott worth $1.52M as of Q3 2024.
  • 9258 Wealth Management bought 754 Abbott shares in Q3 2024, an estimated $82.7K.
  • Abbott made up 0.23% of 9258 Wealth Management's portfolio in Q3 2024, its #91 holding.
  • 9258 Wealth Management first reported a position in Abbott in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Abbott position peaked at $2M in Q4 2021.
  • 2,896 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.