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Compass Ion Advisors’s Abbott ABT Stock Holding History

Compass Ion 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
Q1 		$501K Sell
4,878
-291
-6% -$32.9K 0.05% 177
2025
Q4 		$648K Sell
5,169
-264
-5% -$33.6K 0.06% 156
2025
Q3 		$728K Buy
5,433
+225
+4% +$29.5K 0.07% 143
2025
Q2 		$708K Buy
5,208
+26
+0.5% +$3.43K 0.08% 136
2025
Q1 		$687K Buy
5,182
+18
+0.3% +$2.29K 0.08% 134
2024
Q4 		$584K Sell
5,164
-164
-3% -$19K 0.07% 151
2024
Q3 		$607K Buy
5,328
+39
+0.7% +$4.28K 0.07% 147
2024
Q2 		$601K Hold
5,289
– – 0.09% 131
2024
Q1 		$601K Sell
5,289
-181
-3% -$20.7K 0.09% 131
2023
Q4 		$602K Buy
5,470
+120
+2% +$12K 0.09% 129
2023
Q3 		$518K Buy
+5,350
New +$562K 0.09% 139

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compass Ion Advisors's ABT Position: Q1 2026 in Review

Compass Ion Advisors reduced its Abbott (ABT) stake by 5.6% in Q1 2026, selling an estimated $32.9K and leaving 4,878 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #177.

Compass Ion Advisors first reported a position in ABT in Q3 2023 and has held it in 11 quarters since. The position peaked at $728K in Q3 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Compass Ion Advisors held 4,878 shares of Abbott worth $501K as of Q1 2026.
  • Compass Ion Advisors sold 291 Abbott shares in Q1 2026, an estimated $32.9K.
  • Abbott made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #177 holding.
  • Compass Ion Advisors first reported a position in Abbott in Q3 2023 and has held it in 11 quarters since.
  • Compass Ion Advisors's Abbott position peaked at $728K in Q3 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.