AWM
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Abound Wealth Management’s ABM Industries ABM Stock Holding History

Abound Wealth Management’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$155 – 1365
2026
Q1 		$155 Hold
4
– – ﹤0.01% 1310
2025
Q4 		$170 Hold
4
– – ﹤0.01% 1239
2025
Q3 		$185 Hold
4
– – ﹤0.01% 1144
2025
Q2 		$189 Hold
4
– – ﹤0.01% 1048
2025
Q1 		$190 Hold
4
– – ﹤0.01% 1003
2024
Q4 		$205 Hold
4
– – ﹤0.01% 1058
2024
Q3 		$212 Buy
+4
New +$212 ﹤0.01% 1124
2023
Q4 		– Sell
-8
Closed -$321 – 1333
2023
Q3 		$321 Hold
8
– – ﹤0.01% 989
2023
Q2 		$342 Buy
+8
New +$347 ﹤0.01% 997

Other funds holding ABM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's ABM Position: Q2 2026 in Review

Abound Wealth Management sold out of ABM Industries (ABM) in Q2 2026, closing a stake of 4 shares — an estimated $155 sold.

Abound Wealth Management first reported a position in ABM in Q2 2023 and held it in 9 quarters. The position peaked at $342 in Q2 2023. 304 funds tracked by Wall St. Rank hold ABM as of Q2 2026.

  • Abound Wealth Management reported no remaining ABM Industries position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 ABM Industries shares in Q2 2026, an estimated $155.
  • Abound Wealth Management first reported a position in ABM Industries in Q2 2023 and held it in 9 quarters.
  • Abound Wealth Management's ABM Industries position peaked at $342 in Q2 2023.
  • 304 funds tracked by Wall St. Rank held ABM Industries as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.