Aspen Wealth Strategies’s Abbott ABT Stock Holding History

Aspen Wealth Strategies’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	$216K	Hold	2,379	–	–	0.1%	85
2026 Q1	$244K	Hold	2,379	–	–	0.13%	84
2025 Q4	$298K	Sell	2,379 -40	-2%	-$5.1K	0.16%	71
2025 Q3	$324K	Hold	2,419	–	–	0.18%	70
2025 Q2	$329K	Hold	2,419	–	–	0.2%	63
2025 Q1	$321K	Hold	2,419	–	–	0.21%	60
2024 Q4	$274K	Sell	2,419 -30	-1%	-$3.47K	0.18%	64
2024 Q3	$279K	Hold	2,449	–	–	0.18%	72
2024 Q2	$256K	Hold	2,449	–	–	0.18%	66
2024 Q1	$278K	Hold	2,449	–	–	0.19%	64
2023 Q4	$270K	Hold	2,449	–	–	0.2%	67
2023 Q3	$237K	Hold	2,449	–	–	0.19%	65
2023 Q2	$267K	Sell	2,449 -400	-14%	-$42.6K	0.2%	64
2023 Q1	$288K	Sell	2,849 -96	-3%	-$10.1K	0.22%	61
2022 Q4	$323K	Buy	+2,945	New	+$305K	0.26%	54

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

Aspen Wealth Strategies's ABT Position: Q2 2026 in Review

Aspen Wealth Strategies held its Abbott (ABT) position steady in Q2 2026 at 2,379 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #85.

Aspen Wealth Strategies first reported a position in ABT in Q4 2022 and has held it in 15 quarters since. The position peaked at $329K in Q2 2025. 2,970 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Aspen Wealth Strategies held 2,379 shares of Abbott worth $216K as of Q2 2026.
Aspen Wealth Strategies left its Abbott share count unchanged in Q2 2026.
Abbott made up 0.1% of Aspen Wealth Strategies's portfolio in Q2 2026, its #85 holding.
Aspen Wealth Strategies first reported a position in Abbott in Q4 2022 and has held it in 15 quarters since.
Aspen Wealth Strategies's Abbott position peaked at $329K in Q2 2025.
2,970 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.