Axxcess Wealth Management
ABT icon

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
Q3 		$3.03M Sell
30,628
-64,579
-68% -$6.74M 0.12% 188
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Axxcess Wealth Management's ABT Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Abbott (ABT) stake by 68% in Q3 2026, selling an estimated $6.74M and leaving 30,628 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #188.

Axxcess Wealth Management first reported a position in ABT in Q4 2021 and has held it in 20 quarters since. The position peaked at $18.8M in Q3 2025. 2,257 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Axxcess Wealth Management held 30,628 shares of Abbott worth $3.03M as of Q3 2026.
  • Axxcess Wealth Management sold 64,579 Abbott shares in Q3 2026, an estimated $6.74M.
  • Abbott made up 0.12% of Axxcess Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Axxcess Wealth Management first reported a position in Abbott in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Abbott position peaked at $18.8M in Q3 2025.
  • 2,257 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.