CM Wealth Advisors’s Abbott ABT Stock Holding History

CM Wealth 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
2026 Q2	$1.08M	Sell	11,862 -1,885	-14%	-$172K	0.19%	45
2026 Q1	$1.41M	Hold	13,747	–	–	0.3%	35
2025 Q4	$1.72M	Buy	13,747 +7,431	+118%	+$947K	0.39%	30
2025 Q3	$846K	Sell	6,316 -123	-2%	-$16.1K	0.22%	37
2025 Q2	$876K	Hold	6,439	–	–	0.26%	31
2025 Q1	$854K	Hold	6,439	–	–	0.27%	32
2024 Q4	$728K	Hold	6,439	–	–	0.24%	41
2024 Q3	$734K	Hold	6,439	–	–	0.24%	39
2024 Q2	$669K	Sell	6,439 -479	-7%	-$50.8K	0.32%	29
2024 Q1	$738K	Buy	6,918 +463	+7%	+$53.1K	0.21%	52
2023 Q4	$711K	Hold	6,455	–	–	0.31%	25
2023 Q3	$627K	Sell	6,455 -4,012	-38%	-$421K	0.24%	34
2023 Q2	$1.19M	Sell	10,467 -16,132	-61%	-$1.72M	0.39%	25
2023 Q1	$2.91M	Buy	26,599 +20,044	+306%	+$2.12M	0.56%	22
2022 Q4	$720K	Buy	6,555 +2,709	+70%	+$281K	0.37%	28
2022 Q3	$634K	Sell	3,846 -2,709	-41%	-$289K	0.35%	30
2022 Q2	$712K	Buy	+6,555	New	+$744K	0.44%	29

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's ABT Position: Q2 2026 in Review

CM Wealth Advisors reduced its Abbott (ABT) stake by 14% in Q2 2026, selling an estimated $172K and leaving 11,862 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #45.

CM Wealth Advisors first reported a position in ABT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.91M in Q1 2023. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

CM Wealth Advisors held 11,862 shares of Abbott worth $1.08M as of Q2 2026.
CM Wealth Advisors sold 1,885 Abbott shares in Q2 2026, an estimated $172K.
Abbott made up 0.19% of CM Wealth Advisors's portfolio in Q2 2026, its #45 holding.
CM Wealth Advisors first reported a position in Abbott in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's Abbott position peaked at $2.91M in Q1 2023.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.