BKM Wealth Management’s Abbott ABT Stock Holding History

BKM 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	$539K	Sell	5,935 -17,360	-75%	-$1.58M	0.19%	100
2026 Q1	$2.39M	Buy	23,295 +183	+0.8%	+$20.7K	0.87%	32
2025 Q4	$2.9M	Buy	23,112 +3,333	+17%	+$425K	1.06%	25
2025 Q3	$2.65M	Sell	19,779 -586	-3%	-$76.9K	0.98%	27
2025 Q2	$2.77M	Sell	20,365 -382	-2%	-$50.4K	1.08%	23
2025 Q1	$2.75M	Buy	20,747 +1,352	+7%	+$172K	1.13%	22
2024 Q4	$2.19M	Sell	19,395 -448	-2%	-$51.8K	0.9%	29
2024 Q3	$2.26M	Buy	19,843 +1,195	+6%	+$131K	0.92%	27
2024 Q2	$1.94M	Buy	18,648 +697	+4%	+$73.9K	0.93%	30
2024 Q1	$2.04M	Buy	17,951 +93	+0.5%	+$10.7K	0.88%	28
2023 Q4	$1.97M	Buy	+17,858	New	+$1.78M	0.84%	26

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

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

BKM Wealth Management reduced its Abbott (ABT) stake by 75% in Q2 2026, selling an estimated $1.58M and leaving 5,935 shares worth $539K. The position accounts for 0.19% of the portfolio, ranked #100.

BKM Wealth Management first reported a position in ABT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.9M in Q4 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

BKM Wealth Management held 5,935 shares of Abbott worth $539K as of Q2 2026.
BKM Wealth Management sold 17,360 Abbott shares in Q2 2026, an estimated $1.58M.
Abbott made up 0.19% of BKM Wealth Management's portfolio in Q2 2026, its #100 holding.
BKM Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Abbott position peaked at $2.9M in Q4 2025.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.