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Apexium Financial’s Abbott ABT Stock Holding History

Apexium Financial’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
2025
Q3 		$842K Buy
6,286
+15
+0.2% +$1.97K 0.04% 146
2025
Q2 		$853K Buy
6,271
+37
+0.6% +$4.88K 0.05% 138
2025
Q1 		$827K Buy
6,234
+2,830
+83% +$360K 0.05% 134
2024
Q4 		$385K Buy
3,404
+793
+30% +$91.6K 0.02% 188
2024
Q3 		$298K Buy
+2,611
New +$286K 0.02% 188
2024
Q2 		– Sell
-1,918
Closed -$218K – 228
2024
Q1 		$218K Sell
1,918
-961
-33% -$110K 0.02% 213
2023
Q4 		$317K Buy
2,879
+803
+39% +$80.2K 0.02% 212
2023
Q3 		$201K Buy
2,076
+11
+0.5% +$1.16K 0.02% 204
2023
Q2 		$225K Sell
2,065
-2
-0.1% -$213 0.02% 199
2023
Q1 		$209K Hold
2,067
– – 0.02% 196
2022
Q4 		$227K Sell
2,067
-682
-25% -$70.6K 0.02% 191
2022
Q3 		$266K Buy
+2,749
New +$293K 0.03% 166

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apexium Financial's ABT Position: Q3 2025 in Review

Apexium Financial increased its Abbott (ABT) stake by 0.24% in Q3 2025, buying an estimated $1.97K and bringing the position to 6,286 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #146.

Apexium Financial first reported a position in ABT in Q3 2022 and has held it in 12 quarters since. The position peaked at $853K in Q2 2025. 3,172 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Apexium Financial held 6,286 shares of Abbott worth $842K as of Q3 2025.
  • Apexium Financial bought 15 Abbott shares in Q3 2025, an estimated $1.97K.
  • Abbott made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #146 holding.
  • Apexium Financial first reported a position in Abbott in Q3 2022 and has held it in 12 quarters since.
  • Apexium Financial's Abbott position peaked at $853K in Q2 2025.
  • 3,172 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.