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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BKM Wealth Management's ABT Position: Q1 2026 in Review

BKM Wealth Management increased its Abbott (ABT) stake by 0.79% in Q1 2026, buying an estimated $20.7K and bringing the position to 23,295 shares worth $2.39M. The position accounts for 0.87% of the portfolio, ranked #32.

BKM Wealth Management first reported a position in ABT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.9M in Q4 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • BKM Wealth Management held 23,295 shares of Abbott worth $2.39M as of Q1 2026.
  • BKM Wealth Management bought 183 Abbott shares in Q1 2026, an estimated $20.7K.
  • Abbott made up 0.87% of BKM Wealth Management's portfolio in Q1 2026, its #32 holding.
  • BKM Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Abbott position peaked at $2.9M in Q4 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.