Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Sell
2,837
-207
-7% -$18.9K 0.14% 141
2026
Q1
$313K Sell
3,044
-25,728
-89% -$2.91M 0.24% 90
2025
Q4
$356K Buy
28,772
+24,735
+613% +$3.15M 0.27% 75
2025
Q3
$541K Buy
4,037
+868
+27% +$114K 0.51% 52
2025
Q2
$431K Hold
3,169
0.51% 60
2025
Q1
$420K Sell
3,169
-100
-3% -$12.7K 0.5% 59
2024
Q4
$370K Buy
+3,269
New +$378K 0.52% 57

Other funds holding ABT

BXM Wealth's ABT Position: Q2 2026 in Review

BXM Wealth reduced its Abbott (ABT) stake by 6.8% in Q2 2026, selling an estimated $18.9K and leaving 2,837 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #141.

BXM Wealth first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q3 2025. 964 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • BXM Wealth held 2,837 shares of Abbott worth $257K as of Q2 2026.
  • BXM Wealth sold 207 Abbott shares in Q2 2026, an estimated $18.9K.
  • Abbott made up 0.14% of BXM Wealth's portfolio in Q2 2026, its #141 holding.
  • BXM Wealth first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's Abbott position peaked at $541K in Q3 2025.
  • 964 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.