Campbell Wealth Management’s Abbott ABT Stock Holding History

Campbell 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
2024 Q4	$619K	Buy	5,468 +3,684	+207%	+$426K	0.06%	39
2024 Q3	$203K	Sell	1,784 -3,667	-67%	-$402K	0.02%	68
2024 Q2	$566K	Hold	5,451	–	–	0.18%	18
2024 Q1	$620K	Buy	5,451 +886	+19%	+$102K	0.06%	39
2023 Q4	$502K	Buy	+4,565	New	+$456K	0.06%	29
2022 Q1	–	Sell	-1,564	Closed	-$220K	–	77
2021 Q4	$220K	Buy	+1,564	New	+$200K	0.03%	74
2020 Q3	–	Sell	-1,564	Closed	-$143K	–	64
2020 Q2	$143K	Buy	+1,564	New	+$141K	0.02%	74
2020 Q1	–	Sell	-2,714	Closed	-$236K	–	50
2019 Q4	$236K	Hold	2,714	–	–	0.05%	61
2019 Q3	$227K	Sell	2,714 -149	-5%	-$12.7K	0.05%	60
2019 Q2	$241K	Buy	+2,863	New	+$225K	0.06%	55

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Campbell Wealth Management's ABT Position: Q4 2024 in Review

Campbell Wealth Management increased its Abbott (ABT) stake by 207% in Q4 2024, buying an estimated $426K and bringing the position to 5,468 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #39.

Campbell Wealth Management first reported a position in ABT in Q2 2019 and has held it in 10 quarters since. The position peaked at $620K in Q1 2024. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

Campbell Wealth Management held 5,468 shares of Abbott worth $619K as of Q4 2024.
Campbell Wealth Management bought 3,684 Abbott shares in Q4 2024, an estimated $426K.
Abbott made up 0.06% of Campbell Wealth Management's portfolio in Q4 2024, its #39 holding.
Campbell Wealth Management first reported a position in Abbott in Q2 2019 and has held it in 10 quarters since.
Campbell Wealth Management's Abbott position peaked at $620K in Q1 2024.
3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.