CWS Financial Advisors’s Abbott ABT Stock Holding History

CWS Financial 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	$633K	Buy	6,162 +8	+0.1%	+$903	0.16%	80
2025 Q4	$771K	Sell	6,154 -254	-4%	-$32.4K	0.21%	66
2025 Q3	$858K	Buy	6,408 +66	+1%	+$8.66K	0.24%	55
2025 Q2	$863K	Sell	6,342 -362	-5%	-$47.7K	0.25%	52
2025 Q1	$889K	Buy	6,704 +6	+0.1%	+$764	0.28%	46
2024 Q4	$758K	Buy	6,698 +66	+1%	+$7.63K	0.25%	47
2024 Q3	$756K	Buy	6,632 +6	+0.1%	+$658	0.27%	43
2024 Q2	$689K	Buy	6,626 +835	+14%	+$88.5K	0.27%	40
2024 Q1	$658K	Sell	5,791 -984	-15%	-$113K	0.27%	38
2023 Q4	$746K	Sell	6,775 -41	-0.6%	-$4.1K	0.28%	53
2023 Q3	$660K	Buy	6,816 +54	+0.8%	+$5.67K	0.26%	58
2023 Q2	$737K	Buy	6,762 +55	+0.8%	+$5.86K	0.28%	57
2023 Q1	$679K	Sell	6,707 -674	-9%	-$71.2K	0.27%	62
2022 Q4	$885K	Sell	7,381 -128	-2%	-$13.3K	0.38%	45
2022 Q3	$727K	Buy	7,509 +179	+2%	+$19.1K	0.35%	52
2022 Q2	$796K	Sell	7,330 -298	-4%	-$33.8K	0.36%	47
2022 Q1	$903K	Buy	7,628 +5	+0.1%	+$620	0.34%	48
2021 Q4	$1.07M	Buy	+7,623	New	+$976K	0.38%	39
2021 Q2	$856K	Buy	7,382 +1	+0%	+$117	0.34%	52
2021 Q1	$885K	Buy	7,381 +6	+0.1%	+$711	0.38%	45
2020 Q4	$808K	Sell	7,375 -206	-3%	-$22.4K	0.47%	43
2020 Q3	$825K	Sell	7,581 -189	-2%	-$19.2K	0.55%	33
2020 Q2	$710K	Buy	7,770 +3,165	+69%	+$286K	0.51%	39
2020 Q1	$400K	Hold	4,605	–	–	0.3%	76
2019 Q4	$400K	Buy	+4,605	New	+$386K	0.29%	77

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWS Financial Advisors's ABT Position: Q1 2026 in Review

CWS Financial Advisors increased its Abbott (ABT) stake by 0.13% in Q1 2026, buying an estimated $903 and bringing the position to 6,162 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #80.

CWS Financial Advisors first reported a position in ABT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2021. 3,085 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

CWS Financial Advisors held 6,162 shares of Abbott worth $633K as of Q1 2026.
CWS Financial Advisors bought 8 Abbott shares in Q1 2026, an estimated $903.
Abbott made up 0.16% of CWS Financial Advisors's portfolio in Q1 2026, its #80 holding.
CWS Financial Advisors first reported a position in Abbott in Q4 2019 and has held it in 25 quarters since.
CWS Financial Advisors's Abbott position peaked at $1.07M in Q4 2021.
3,085 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.