Advocacy Wealth Management Services’s Abbott ABT Stock Holding History

Advocacy Wealth Management Services’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
2026 Q2	$10.5M	Sell	115,947 -8,064	-7%	-$736K	0.38%	49
2026 Q1	$12.7M	Sell	124,011 -2,912	-2%	-$329K	0.56%	46
2025 Q4	$15.9M	Sell	126,923 -923	-0.7%	-$118K	0.67%	37
2025 Q3	$17.1M	Buy	+127,846	New	+$16.8M	0.74%	37
2019 Q1	–	Sell	-100	Closed	-$7K	–	127
2018 Q4	$7K	Hold	100	–	–	0.01%	130
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	147
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	150
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	173
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	178
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	235
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	226
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	267
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	256
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	329
2016 Q2	$4K	Sell	100 -371	-79%	-$14.8K	﹤0.01%	355
2016 Q1	$20K	Sell	471 -150	-24%	-$5.94K	0.01%	292
2015 Q4	$28K	Buy	+621	New	+$27.4K	0.03%	226
2013 Q3	$38K	Hold	1,142	–	–	0.1%	127
2013 Q2	$40K	Buy	+1,142	New	+$41.9K	0.16%	98

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advocacy Wealth Management Services's ABT Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Abbott (ABT) stake by 6.5% in Q2 2026, selling an estimated $736K and leaving 115,947 shares worth $10.5M. The position accounts for 0.38% of the portfolio, ranked #49.

Advocacy Wealth Management Services first reported a position in ABT in Q2 2013 and has held it in 19 quarters since. The position peaked at $17.1M in Q3 2025. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Advocacy Wealth Management Services held 115,947 shares of Abbott worth $10.5M as of Q2 2026.
Advocacy Wealth Management Services sold 8,064 Abbott shares in Q2 2026, an estimated $736K.
Abbott made up 0.38% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #49 holding.
Advocacy Wealth Management Services first reported a position in Abbott in Q2 2013 and has held it in 19 quarters since.
Advocacy Wealth Management Services's Abbott position peaked at $17.1M in Q3 2025.
2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.