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 Q2	$459K	Sell	5,055 -1,107	-18%	-$101K	0.1%	103
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 $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

CWS Financial Advisors's ABT Position: Q2 2026 in Review

CWS Financial Advisors reduced its Abbott (ABT) stake by 18% in Q2 2026, selling an estimated $101K and leaving 5,055 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #103.

CWS Financial Advisors first reported a position in ABT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q4 2021. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

CWS Financial Advisors held 5,055 shares of Abbott worth $459K as of Q2 2026.
CWS Financial Advisors sold 1,107 Abbott shares in Q2 2026, an estimated $101K.
Abbott made up 0.1% of CWS Financial Advisors's portfolio in Q2 2026, its #103 holding.
CWS Financial Advisors first reported a position in Abbott in Q4 2019 and has held it in 26 quarters since.
CWS Financial Advisors's Abbott position peaked at $1.07M in Q4 2021.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.