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BAM Wealth Management’s Abbott ABT Stock Holding History

BAM 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 		– Sell
-3,150
Closed -$323K – 167
2026
Q1 		$323K Sell
3,150
-157
-5% -$17.7K 0.24% 96
2025
Q4 		$414K Buy
3,307
+342
+12% +$43.6K 0.3% 83
2025
Q3 		$397K Buy
+2,965
New +$389K 0.31% 78

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

BAM Wealth Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 3,150 shares — an estimated $323K sold.

BAM Wealth Management first reported a position in ABT in Q3 2025 and held it in 3 quarters. The position peaked at $414K in Q4 2025. 1,768 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • BAM Wealth Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 3,150 Abbott shares in Q2 2026, an estimated $323K.
  • BAM Wealth Management first reported a position in Abbott in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Abbott position peaked at $414K in Q4 2025.
  • 1,768 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.