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Compass Wealth Management’s Abbott ABT Stock Holding History

Compass 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
2026
Q1 		$2.62M Sell
25,473
-825
-3% -$93.2K 0.65% 58
2025
Q4 		$3.29M Sell
26,298
-900
-3% -$115K 0.82% 48
2025
Q3 		$3.64M Sell
27,198
-488
-2% -$64.1K 0.81% 48
2025
Q2 		$3.77M Sell
27,686
-851
-3% -$112K 0.9% 42
2025
Q1 		$3.79M Sell
28,537
-40
-0.1% -$5.09K 0.97% 39
2024
Q4 		$3.23M Sell
28,577
-825
-3% -$95.3K 0.78% 48
2024
Q3 		$3.35M Sell
29,402
-130
-0.4% -$14.3K 0.79% 49
2024
Q2 		$3.07M Sell
29,532
-200
-0.7% -$21.2K 0.76% 50
2024
Q1 		$3.38M Sell
29,732
-75
-0.3% -$8.6K 0.85% 44
2023
Q4 		$3.28M Buy
29,807
+1,505
+5% +$150K 0.92% 42
2023
Q3 		$2.74M Sell
28,302
-1,280
-4% -$134K 0.86% 42
2023
Q2 		$3.22M Sell
29,582
-725
-2% -$77.3K 0.97% 37
2023
Q1 		$3.07M Sell
30,307
-825
-3% -$87.1K 0.98% 37
2022
Q4 		$3.42M Buy
+31,132
New +$3.22M 1.12% 29

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 Wealth Management's ABT Position: Q1 2026 in Review

Compass Wealth Management reduced its Abbott (ABT) stake by 3.1% in Q1 2026, selling an estimated $93.2K and leaving 25,473 shares worth $2.62M. The position accounts for 0.65% of the portfolio, ranked #58.

Compass Wealth Management first reported a position in ABT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.79M in Q1 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Compass Wealth Management held 25,473 shares of Abbott worth $2.62M as of Q1 2026.
  • Compass Wealth Management sold 825 Abbott shares in Q1 2026, an estimated $93.2K.
  • Abbott made up 0.65% of Compass Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Compass Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 14 quarters since.
  • Compass Wealth Management's Abbott position peaked at $3.79M in Q1 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.