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FSM Wealth Advisors’s Abbott ABT Stock Holding History

FSM Wealth 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 		$747K Sell
8,235
-536
-6% -$48.9K 0.08% 136
2026
Q1 		$901K Sell
8,771
-210
-2% -$23.7K 0.12% 103
2025
Q4 		$1.13M Sell
8,981
-4,626
-34% -$589K 0.15% 84
2025
Q3 		$1.82M Buy
13,607
+641
+5% +$84.1K 0.26% 59
2025
Q2 		$1.73M Buy
12,966
+223
+2% +$29.4K 0.28% 57
2025
Q1 		$1.69M Buy
12,743
+668
+6% +$85K 0.38% 41
2024
Q4 		$1.38M Buy
12,075
+866
+8% +$100K 0.34% 47
2024
Q3 		$1.28M Buy
11,209
+189
+2% +$20.7K 0.34% 48
2024
Q2 		$1.15M Sell
11,020
-873
-7% -$92.6K 0.38% 46
2024
Q1 		$1.35M Buy
11,893
+767
+7% +$87.9K 0.48% 40
2023
Q4 		$1.22M Sell
11,126
-238
-2% -$23.8K 0.52% 42
2023
Q3 		$1.1M Sell
11,364
-1,010
-8% -$106K 0.55% 41
2023
Q2 		$1.33M Sell
12,374
-281
-2% -$30K 0.67% 36
2023
Q1 		$1.28M Buy
12,655
+715
+6% +$75.5K 0.74% 35
2022
Q4 		$1.31M Sell
11,940
-1,187
-9% -$123K 0.93% 30
2022
Q3 		$1.27M Buy
13,127
+1,427
+12% +$152K 1.06% 28
2022
Q2 		$1.27M Buy
+11,700
New +$1.33M 1.26% 28

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FSM Wealth Advisors's ABT Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Abbott (ABT) stake by 6.1% in Q2 2026, selling an estimated $48.9K and leaving 8,235 shares worth $747K. The position accounts for 0.08% of the portfolio, ranked #136.

FSM Wealth Advisors first reported a position in ABT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.82M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • FSM Wealth Advisors held 8,235 shares of Abbott worth $747K as of Q2 2026.
  • FSM Wealth Advisors sold 536 Abbott shares in Q2 2026, an estimated $48.9K.
  • Abbott made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • FSM Wealth Advisors first reported a position in Abbott in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Abbott position peaked at $1.82M in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.