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Axxcess Wealth Management’s Abbott ABT Stock Holding History

Axxcess Wealth 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 		$8.64M Sell
95,207
-37,237
-28% -$3.4M 0.14% 146
2026
Q1 		$13.6M Sell
132,444
-8,219
-6% -$928K 0.44% 55
2025
Q4 		$17.6M Buy
140,663
+665
+0.5% +$84.7K 0.31% 67
2025
Q3 		$18.8M Buy
139,998
+9,256
+7% +$1.22M 0.4% 48
2025
Q2 		$17.8M Buy
130,742
+643
+0.5% +$84.8K 0.42% 46
2025
Q1 		$17.3M Buy
130,099
+8,666
+7% +$1.1M 0.46% 47
2024
Q4 		$13.7M Buy
121,433
+1,579
+1% +$182K 0.33% 60
2024
Q3 		$13.7M Buy
119,854
+6,610
+6% +$725K 0.34% 58
2024
Q2 		$11.8M Buy
113,244
+1,626
+1% +$172K 0.31% 61
2024
Q1 		$12.7M Buy
111,618
+4,145
+4% +$475K 0.35% 57
2023
Q4 		$11.8M Buy
107,473
+9,763
+10% +$975K 0.34% 63
2023
Q3 		$9.46M Buy
97,710
+22,077
+29% +$2.32M 0.32% 69
2023
Q2 		$8.25M Buy
75,633
+8,552
+13% +$912K 0.6% 34
2023
Q1 		$6.79M Buy
67,081
+98
+0.1% +$10.3K 0.51% 41
2022
Q4 		$7.35M Sell
66,983
-2,933
-4% -$304K 0.61% 34
2022
Q3 		$6.77M Buy
69,916
+2,813
+4% +$300K 0.64% 28
2022
Q2 		$7.29M Sell
67,103
-5,859
-8% -$665K 0.67% 26
2022
Q1 		$8.64M Sell
72,962
-600
-0.8% -$74.4K 0.67% 23
2021
Q4 		$10M Buy
+73,562
New +$9.42M 0.73% 22

Other funds holding ABT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Axxcess Wealth Management's ABT Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Abbott (ABT) stake by 28% in Q2 2026, selling an estimated $3.4M and leaving 95,207 shares worth $8.64M. The position accounts for 0.14% of the portfolio, ranked #146.

Axxcess Wealth Management first reported a position in ABT in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Axxcess Wealth Management held 95,207 shares of Abbott worth $8.64M as of Q2 2026.
  • Axxcess Wealth Management sold 37,237 Abbott shares in Q2 2026, an estimated $3.4M.
  • Abbott made up 0.14% of Axxcess Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Axxcess Wealth Management first reported a position in Abbott in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Abbott position peaked at $18.8M in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.