FFM
ABT icon

Forum Financial Management’s Abbott ABT Stock Holding History

Forum Financial 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
Q2 		$4.11M Sell
45,276
-1,544
-3% -$141K 0.05% 61
2026
Q1 		$4.81M Sell
46,820
-17,417
-27% -$1.97M 0.07% 50
2025
Q4 		$8.05M Buy
64,237
+1,305
+2% +$166K 0.1% 45
2025
Q3 		$8.43M Buy
62,932
+3,337
+6% +$438K 0.12% 42
2025
Q2 		$8.11M Buy
59,595
+1,070
+2% +$141K 0.12% 40
2025
Q1 		$7.76M Buy
+58,525
New +$7.45M 0.13% 39
2024
Q4 		– Sell
-57,631
Closed -$6.57M – 895
2024
Q3 		$6.57M Sell
57,631
-71
-0.1% -$7.79K 0.11% 42
2024
Q2 		$6M Sell
57,702
-3,611
-6% -$383K 0.11% 41
2024
Q1 		$6.97M Buy
61,313
+350
+0.6% +$40.1K 0.12% 44
2023
Q4 		$6.71M Buy
60,963
+4,674
+8% +$467K 0.13% 40
2023
Q3 		$5.45M Buy
56,289
+171
+0.3% +$18K 0.12% 39
2023
Q2 		$6.12M Buy
56,118
+1,091
+2% +$116K 0.14% 35
2023
Q1 		$5.57M Sell
55,027
-127
-0.2% -$13.4K 0.16% 33
2022
Q4 		$6.06M Buy
55,154
+211
+0.4% +$21.8K 0.2% 30
2022
Q3 		$5.32M Sell
54,943
-1,338
-2% -$143K 0.26% 28
2022
Q2 		$6.12M Buy
56,281
+9,758
+21% +$1.11M 0.31% 20
2022
Q1 		$5.51M Sell
46,523
-309
-0.7% -$38.3K 0.27% 21
2021
Q4 		$6.59M Buy
+46,832
New +$5.99M 0.34% 17

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's ABT Position: Q2 2026 in Review

Forum Financial Management reduced its Abbott (ABT) stake by 3.3% in Q2 2026, selling an estimated $141K and leaving 45,276 shares worth $4.11M. The position accounts for 0.05% of the portfolio, ranked #61.

Forum Financial Management first reported a position in ABT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.43M in Q3 2025. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Forum Financial Management held 45,276 shares of Abbott worth $4.11M as of Q2 2026.
  • Forum Financial Management sold 1,544 Abbott shares in Q2 2026, an estimated $141K.
  • Abbott made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #61 holding.
  • Forum Financial Management first reported a position in Abbott in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Abbott position peaked at $8.43M in Q3 2025.
  • 2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.