BMS Financial Advisors’s Abbott ABT Stock Holding History

BMS Financial Advisors’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
2023 Q2	$390K	Sell	3,576 -1,331	-27%	-$142K	0.25%	71
2023 Q1	$497K	Buy	4,907 +163	+3%	+$17.2K	0.34%	70
2022 Q4	$521K	Sell	4,744 -479	-9%	-$49.6K	0.35%	53
2022 Q3	$505K	Sell	5,223 -69	-1%	-$7.35K	0.35%	59
2022 Q2	$575K	Buy	5,292 +240	+5%	+$27.3K	0.38%	45
2022 Q1	$598K	Buy	5,052 +244	+5%	+$30.2K	0.38%	53
2021 Q4	$677K	Buy	+4,808	New	+$615K	0.43%	45

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BMS Financial Advisors's ABT Position: Q2 2023 in Review

BMS Financial Advisors reduced its Abbott (ABT) stake by 27% in Q2 2023, selling an estimated $142K and leaving 3,576 shares worth $390K. The position accounts for 0.25% of the portfolio, ranked #71.

BMS Financial Advisors first reported a position in ABT in Q4 2021 and has held it in 7 quarters since. The position peaked at $677K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

BMS Financial Advisors held 3,576 shares of Abbott worth $390K as of Q2 2023.
BMS Financial Advisors sold 1,331 Abbott shares in Q2 2023, an estimated $142K.
Abbott made up 0.25% of BMS Financial Advisors's portfolio in Q2 2023, its #71 holding.
BMS Financial Advisors first reported a position in Abbott in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Abbott position peaked at $677K in Q4 2021.
2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.