Carson Wealth (CWM LLC)
ABT icon

Carson Wealth (CWM LLC)’s Abbott ABT Stock Holding History

Carson Wealth (CWM LLC)’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 		$33.5M Sell
325,972
-1,304
-0.4% -$147K 0.09% 213
2025
Q4 		$41M Buy
327,276
+54,286
+20% +$6.92M 0.11% 167
2025
Q3 		$36.6M Buy
272,990
+7,523
+3% +$988K 0.11% 161
2025
Q2 		$36.1M Buy
265,467
+2,252
+0.9% +$297K 0.13% 143
2025
Q1 		$34.9M Buy
263,215
+12,647
+5% +$1.61M 0.14% 144
2024
Q4 		$28.3M Sell
250,568
-54,364
-18% -$6.28M 0.12% 153
2024
Q3 		$34.8M Sell
304,932
-5,730
-2% -$628K 0.15% 129
2024
Q2 		$32.3M Sell
310,662
-6,042
-2% -$641K 0.15% 131
2024
Q1 		$36M Sell
316,704
-5,868
-2% -$673K 0.18% 123
2023
Q4 		$35.5M Sell
322,572
-19,109
-6% -$1.91M 0.19% 103
2023
Q3 		$33.1M Sell
341,681
-25,354
-7% -$2.66M 0.2% 100
2023
Q2 		$40M Buy
367,035
+77,283
+27% +$8.24M 0.25% 75
2023
Q1 		$29.3M Buy
289,752
+5,103
+2% +$539K 0.2% 100
2022
Q4 		$31.3M Buy
284,649
+30,068
+12% +$3.11M 0.23% 91
2022
Q3 		$24.6M Buy
254,581
+12,406
+5% +$1.32M 0.2% 106
2022
Q2 		$26.3M Buy
242,175
+16,943
+8% +$1.92M 0.2% 99
2022
Q1 		$26.7M Buy
225,232
+7,615
+3% +$944K 0.19% 105
2021
Q4 		$30.6M Buy
+217,617
New +$27.9M 0.22% 91
2021
Q2 		$3.51M Hold
30,316
– – 0.03% 331
2021
Q1 		$3.51M Hold
30,316
– – 0.03% 331
2020
Q4 		$3.51M Hold
30,316
– – 0.03% 331
2020
Q3 		$3.51M Hold
30,316
– – 0.03% 331
2020
Q2 		$3.51M Hold
30,316
– – 0.03% 331
2020
Q1 		$3.51M Hold
30,316
– – 0.03% 331
2019
Q4 		$3.51M Hold
30,316
– – 0.03% 331
2019
Q3 		$3.51M Hold
30,316
– – 0.03% 331
2019
Q2 		$3.51M Hold
30,316
– – 0.03% 331
2019
Q1 		$3.51M Sell
30,316
-30,936
-51% -$2.3M 0.03% 331
2018
Q4 		$4.43M Sell
61,252
-75,193
-55% -$5.28M 0.11% 170
2018
Q3 		$10M Buy
136,445
+27,002
+25% +$1.77M 0.26% 106
2018
Q2 		$6.67M Buy
109,443
+37,496
+52% +$2.27M 0.22% 105
2018
Q1 		$4.31M Buy
71,947
+6,268
+10% +$378K 0.17% 112
2017
Q4 		$3.75M Buy
65,679
+7,665
+13% +$425K 0.17% 101
2017
Q3 		$3.1M Sell
58,014
-1,062
-2% -$53.3K 0.15% 108
2017
Q2 		$2.87M Sell
59,076
-3,446
-6% -$156K 0.15% 117
2017
Q1 		$2.78M Sell
62,522
-118,083
-65% -$5.11M 0.16% 122
2016
Q4 		$6.94M Sell
180,605
-16,489
-8% -$654K 0.43% 65
2016
Q3 		$8.34M Sell
197,094
-16,184
-8% -$693K 0.58% 53
2016
Q2 		$8.38M Sell
213,278
-27,976
-12% -$1.11M 0.61% 56
2016
Q1 		$10.1M Buy
241,254
+740
+0.3% +$29.3K 0.89% 39
2015
Q4 		$10.8M Sell
240,514
-30,963
-11% -$1.37M 1.06% 31
2015
Q3 		$10.9M Sell
271,477
-4,541
-2% -$214K 1.1% 27
2015
Q2 		$13.5M Sell
276,018
-32,250
-10% -$1.55M 1.3% 16
2015
Q1 		$14.3M Buy
308,268
+172,245
+127% +$7.91M 1.45% 13
2014
Q4 		$6.12M Buy
136,023
+20,600
+18% +$897K 0.74% 38
2014
Q3 		$4.8M Buy
115,423
+38,482
+50% +$1.63M 0.7% 41
2014
Q2 		$3.15M Buy
76,941
+18,986
+33% +$746K 0.56% 53
2014
Q1 		$2.23M Buy
57,955
+56,362
+3,538% +$2.17M 0.3% 64
2013
Q4 		$61K Sell
1,593
-48
-3% -$1.77K 0.01% 241
2013
Q3 		$54K Buy
+1,641
New +$57.6K 0.01% 180

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Abbott (ABT) stake by 0.4% in Q1 2026, selling an estimated $147K and leaving 325,972 shares worth $33.5M. The position accounts for 0.09% of the portfolio, ranked #213.

Carson Wealth (CWM LLC) first reported a position in ABT in Q3 2013 and has held it in 50 quarters since. The position peaked at $41M in Q4 2025. 3,102 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 325,972 shares of Abbott worth $33.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,304 Abbott shares in Q1 2026, an estimated $147K.
  • Abbott made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #213 holding.
  • Carson Wealth (CWM LLC) first reported a position in Abbott in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Abbott position peaked at $41M in Q4 2025.
  • 3,102 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.