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CDM Financial Counseling Services’s Abbott ABT Stock Holding History

CDM Financial Counseling Services’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 		– Sell
-1,769
Closed -$222K – 81
2025
Q4 		$222K Buy
+1,769
New +$225K 0.21% 76

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $580B AUM 38.23% 1-Year Est. Return

CDM Financial Counseling Services's ABT Position: Q1 2026 in Review

CDM Financial Counseling Services sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,769 shares — an estimated $222K sold.

CDM Financial Counseling Services first reported a position in ABT in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 3,110 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • CDM Financial Counseling Services reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • CDM Financial Counseling Services sold 1,769 Abbott shares in Q1 2026, an estimated $222K.
  • CDM Financial Counseling Services first reported a position in Abbott in Q4 2025 and held it in 1 quarter.
  • CDM Financial Counseling Services's Abbott position peaked at $222K in Q4 2025.
  • 3,110 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on CDM Financial Counseling Services's 13F filing for Q1 2026, filed 14 Apr 2026.