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Aspen Investment Management’s Abbott ABT Stock Holding History

Aspen Investment 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
2026
Q2 		$975K Sell
10,742
-1,316
-11% -$120K 0.26% 97
2026
Q1 		$1.24M Sell
12,058
-1,200
-9% -$135K 0.38% 82
2025
Q4 		$1.66M Buy
13,258
+7,520
+131% +$958K 0.5% 62
2025
Q3 		$769K Sell
5,738
-2,017
-26% -$265K 0.3% 85
2025
Q2 		$1.05M Sell
7,755
-93
-1% -$12.3K 0.44% 69
2025
Q1 		$1.04M Buy
7,848
+222
+3% +$28.3K 0.48% 62
2024
Q4 		$863K Sell
7,626
-305
-4% -$35.2K 0.4% 71
2024
Q3 		$904K Buy
7,931
+56
+0.7% +$6.14K 0.42% 68
2024
Q2 		$818K Sell
7,875
-2,494
-24% -$264K 0.41% 73
2024
Q1 		$1.18M Sell
10,369
-279
-3% -$32K 0.6% 50
2023
Q4 		$1.17M Sell
10,648
-58
-0.5% -$5.79K 0.65% 49
2023
Q3 		$1.04M Hold
10,706
– – 0.63% 48
2023
Q2 		$1.17M Sell
10,706
-52
-0.5% -$5.54K 0.69% 42
2023
Q1 		$1.09M Buy
10,758
+1,166
+12% +$123K 0.7% 44
2022
Q4 		$1.05M Sell
9,592
-1,410
-13% -$146K 0.69% 45
2022
Q3 		$1.06M Buy
11,002
+6
+0.1% +$640 0.71% 46
2022
Q2 		$1.2M Buy
10,996
+18
+0.2% +$2.04K 0.75% 42
2022
Q1 		$1.3M Buy
10,978
+102
+0.9% +$12.6K 0.68% 50
2021
Q4 		$1.53M Sell
10,876
-101
-0.9% -$12.9K 0.75% 39
2021
Q3 		$1.3M Sell
10,977
-10
-0.1% -$1.23K 0.69% 44
2021
Q2 		$1.27M Buy
10,987
+6
+0.1% +$699 0.67% 44
2021
Q1 		$1.32M Sell
10,981
-99
-0.9% -$11.7K 0.73% 43
2020
Q4 		$1.21M Buy
11,080
+90
+0.8% +$9.78K 0.72% 48
2020
Q3 		$1.2M Buy
10,990
+29
+0.3% +$2.94K 0.8% 39
2020
Q2 		$1M Buy
10,961
+4,539
+71% +$410K 0.72% 43
2020
Q1 		$507K Sell
6,422
-348
-5% -$29K 0.44% 66
2019
Q4 		$588K Hold
6,770
– – 0.37% 78
2019
Q3 		$566K Buy
6,770
+25
+0.4% +$2.12K 0.38% 77
2019
Q2 		$567K Hold
6,745
– – 0.37% 78
2019
Q1 		$539K Hold
6,745
– – 0.38% 78
2018
Q4 		$488K Hold
6,745
– – 0.39% 79
2018
Q3 		$495K Hold
6,745
– – 0.33% 87
2018
Q2 		$411K Hold
6,745
– – 0.28% 95
2018
Q1 		$404K Hold
6,745
– – 0.29% 93
2017
Q4 		$385K Hold
6,745
– – 0.27% 102
2017
Q3 		$360K Hold
6,745
– – 0.27% 97
2017
Q2 		$328K Hold
6,745
– – 0.25% 100
2017
Q1 		$300K Buy
+6,745
New +$292K 0.22% 109
2016
Q2 		– Sell
-4,990
Closed -$209K – 127
2016
Q1 		$209K Sell
4,990
-450
-8% -$17.8K 0.19% 113
2015
Q4 		$244K Hold
5,440
– – 0.24% 107
2015
Q3 		$219K Sell
5,440
-363
-6% -$17.1K 0.21% 108
2015
Q2 		$285K Hold
5,803
– – 0.24% 94
2015
Q1 		$269K Buy
5,803
+120
+2% +$5.51K 0.22% 105
2014
Q4 		$256K Hold
5,683
– – 0.22% 104
2014
Q3 		$236K Hold
5,683
– – 0.2% 105
2014
Q2 		$232K Hold
5,683
– – 0.14% 120
2014
Q1 		$219K Hold
5,683
– – 0.14% 116
2013
Q4 		$218K Buy
+5,683
New +$209K 0.15% 119

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aspen Investment Management's ABT Position: Q2 2026 in Review

Aspen Investment Management reduced its Abbott (ABT) stake by 11% in Q2 2026, selling an estimated $120K and leaving 10,742 shares worth $975K. The position accounts for 0.26% of the portfolio, ranked #97.

Aspen Investment Management first reported a position in ABT in Q4 2013 and has held it in 48 quarters since. The position peaked at $1.66M in Q4 2025. 848 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Aspen Investment Management held 10,742 shares of Abbott worth $975K as of Q2 2026.
  • Aspen Investment Management sold 1,316 Abbott shares in Q2 2026, an estimated $120K.
  • Abbott made up 0.26% of Aspen Investment Management's portfolio in Q2 2026, its #97 holding.
  • Aspen Investment Management first reported a position in Abbott in Q4 2013 and has held it in 48 quarters since.
  • Aspen Investment Management's Abbott position peaked at $1.66M in Q4 2025.
  • 848 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.