Annex Advisory Services’s Abbott ABT Stock Holding History

Annex Advisory 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	$3.52M	Sell	38,737 -2,902	-7%	-$265K	0.06%	127
2026 Q1	$4.28M	Sell	41,639 -45,365	-52%	-$5.12M	0.08%	113
2025 Q4	$10.9M	Buy	87,004 +8,950	+11%	+$1.14M	0.21%	81
2025 Q3	$10.5M	Buy	78,054 +2,048	+3%	+$269K	0.22%	75
2025 Q2	$10.3M	Buy	76,006 +3,059	+4%	+$403K	0.25%	69
2025 Q1	$9.68M	Sell	72,947 -81	-0.1%	-$10.3K	0.27%	67
2024 Q4	$8.26M	Buy	73,028 +3,177	+5%	+$367K	0.25%	72
2024 Q3	$7.96M	Buy	69,851 +3,268	+5%	+$358K	0.25%	70
2024 Q2	$6.92M	Buy	66,583 +3,097	+5%	+$328K	0.24%	69
2024 Q1	$7.22M	Buy	63,486 +279	+0.4%	+$32K	0.26%	72
2023 Q4	$6.96M	Sell	63,207 -27,461	-30%	-$2.74M	0.29%	61
2023 Q3	$8.78M	Buy	90,668 +3,608	+4%	+$379K	0.53%	47
2023 Q2	$9.49M	Buy	87,060 +234	+0.3%	+$24.9K	0.53%	39
2023 Q1	$8.79M	Buy	86,826 +22,990	+36%	+$2.43M	0.47%	37
2022 Q4	$7.01M	Buy	63,836 +3,743	+6%	+$388K	0.39%	41
2022 Q3	$5.82M	Buy	60,093 +30,146	+101%	+$3.21M	0.39%	48
2022 Q2	$3.25M	Buy	29,947 +702	+2%	+$79.7K	0.24%	74
2022 Q1	$3.46M	Sell	29,245 -190	-0.6%	-$23.6K	0.25%	73
2021 Q4	$4.14M	Buy	29,435 +979	+3%	+$125K	0.28%	67
2021 Q3	$3.36M	Sell	28,456 -1,238	-4%	-$152K	0.28%	65
2021 Q2	$3.44M	Buy	29,694 +431	+1%	+$50.2K	0.28%	64
2021 Q1	$3.51M	Buy	29,263 +3,376	+13%	+$400K	0.34%	54
2020 Q4	$2.83M	Sell	25,887 -32	-0.1%	-$3.48K	0.28%	58
2020 Q3	$2.82M	Sell	25,919 -836	-3%	-$84.8K	0.36%	34
2020 Q2	$2.45M	Sell	26,755 -122	-0.5%	-$11K	0.34%	37
2020 Q1	$2.12M	Buy	26,877 +12,232	+84%	+$1.02M	0.3%	35
2019 Q4	$1.27M	Sell	14,645 -511	-3%	-$42.8K	0.15%	64
2019 Q3	$1.27M	Buy	15,156 +349	+2%	+$29.7K	0.17%	66
2019 Q2	$1.25M	Hold	14,807	–	–	0.18%	61
2019 Q1	$1.18M	Sell	14,807 -282	-2%	-$21K	0.18%	62
2018 Q4	$1.09M	Buy	15,089 +150	+1%	+$10.5K	0.17%	70
2018 Q3	$1.1M	Sell	14,939 -40	-0.3%	-$2.63K	0.17%	66
2018 Q2	$914K	Sell	14,979 -87	-0.6%	-$5.27K	0.16%	69
2018 Q1	$903K	Sell	15,066 -1,150	-7%	-$69.3K	0.16%	71
2017 Q4	$925K	Sell	16,216 -387	-2%	-$21.4K	0.17%	64
2017 Q3	$886K	Buy	16,603 +5,478	+49%	+$275K	0.18%	62
2017 Q2	$541K	Sell	11,125 -1,408	-11%	-$63.7K	0.12%	77
2017 Q1	$557K	Sell	12,533 -151	-1%	-$6.53K	0.14%	71
2016 Q4	$487K	Buy	12,684 +1,760	+16%	+$69.8K	0.12%	73
2016 Q3	$462K	Sell	10,924 -298	-3%	-$12.8K	0.12%	76
2016 Q2	$441K	Sell	11,222 -240	-2%	-$9.55K	0.12%	78
2016 Q1	$479K	Buy	11,462 +611	+6%	+$24.2K	0.14%	70
2015 Q4	$487K	Sell	10,851 -110	-1%	-$4.86K	0.14%	70
2015 Q3	$441K	Buy	10,961 +2,531	+30%	+$119K	0.14%	66
2015 Q2	$414K	Sell	8,430 -207	-2%	-$9.94K	0.13%	67
2015 Q1	$400K	Sell	8,637 -74	-0.8%	-$3.4K	0.13%	51
2014 Q4	$392K	Buy	8,711 +991	+13%	+$43.2K	0.12%	51
2014 Q3	$321K	Buy	7,720 +50	+0.7%	+$2.12K	0.11%	57
2014 Q2	$314K	Hold	7,670	–	–	0.11%	58
2014 Q1	$295K	Sell	7,670 -718	-9%	-$27.7K	0.11%	59
2013 Q4	$322K	Buy	8,388 +279	+3%	+$10.3K	0.12%	61
2013 Q3	$269K	Buy	8,109 +337	+4%	+$11.8K	0.13%	75
2013 Q2	$271K	Buy	+7,772	New	+$285K	0.15%	75

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Annex Advisory Services's ABT Position: Q2 2026 in Review

Annex Advisory Services reduced its Abbott (ABT) stake by 7% in Q2 2026, selling an estimated $265K and leaving 38,737 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #127.

Annex Advisory Services first reported a position in ABT in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.9M in Q4 2025. 568 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Annex Advisory Services held 38,737 shares of Abbott worth $3.52M as of Q2 2026.
Annex Advisory Services sold 2,902 Abbott shares in Q2 2026, an estimated $265K.
Abbott made up 0.06% of Annex Advisory Services's portfolio in Q2 2026, its #127 holding.
Annex Advisory Services first reported a position in Abbott in Q2 2013 and has held it in 53 quarters since.
Annex Advisory Services's Abbott position peaked at $10.9M in Q4 2025.
568 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.