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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Abbott ABT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$60.6K Sell
667
-660
-50% -$60.2K 0.02% 297
2026
Q1 		$136K Buy
1,327
+670
+102% +$75.7K 0.04% 195
2025
Q4 		$82.4K Sell
657
-101
-13% -$12.9K 0.02% 249
2025
Q3 		$102K Buy
758
+101
+15% +$13.3K 0.03% 211
2025
Q2 		$89.4K Sell
657
-233
-26% -$30.7K 0.03% 208
2025
Q1 		$118K Buy
890
+323
+57% +$41.1K 0.04% 177
2024
Q4 		$64.2K Buy
567
+2
+0.4% +$231 0.03% 224
2024
Q3 		$64.4K Buy
565
+312
+123% +$34.2K 0.03% 195
2024
Q2 		$26.3K Buy
253
+2
+0.8% +$212 0.02% 246
2024
Q1 		$28.6K Hold
251
– – 0.02% 234
2023
Q4 		$27.6K Buy
251
+201
+402% +$20.1K 0.02% 217
2023
Q3 		$4.84K Hold
50
– – ﹤0.01% 224
2023
Q2 		$5.45K Hold
50
– – ﹤0.01% 224
2023
Q1 		$5.06K Buy
+50
New +$5.28K ﹤0.01% 240

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ABT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Abbott (ABT) stake by 50% in Q2 2026, selling an estimated $60.2K and leaving 667 shares worth $60.6K. The position accounts for 0.02% of the portfolio, ranked #297.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ABT in Q1 2023 and has held it in 14 quarters since. The position peaked at $136K in Q1 2026. 1,892 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 667 shares of Abbott worth $60.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 660 Abbott shares in Q2 2026, an estimated $60.2K.
  • Abbott made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #297 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Abbott in Q1 2023 and has held it in 14 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Abbott position peaked at $136K in Q1 2026.
  • 1,892 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.