IAM Advisory’s Abbott ABT Stock Holding History

IAM Advisory’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	–	Sell	-1,701	Closed	-$213K	–	96
2025 Q4	$213K	Buy	1,701 +15	+0.9%	+$1.91K	0.05%	98
2025 Q3	$226K	Buy	1,686 +8	+0.5%	+$1.05K	0.05%	95
2025 Q2	$228K	Buy	1,678 +72	+4%	+$9.49K	0.05%	94
2025 Q1	$213K	Sell	1,606 -276	-15%	-$35.1K	0.06%	97
2024 Q4	$213K	Sell	1,882 -14	-0.7%	-$1.62K	0.05%	99
2024 Q3	$216K	Buy	+1,896	New	+$208K	0.05%	97
2024 Q2	–	Sell	-1,895	Closed	-$215K	–	99
2024 Q1	$215K	Buy	1,895 +42	+2%	+$4.82K	0.06%	96
2023 Q4	$204K	Buy	+1,853	New	+$185K	0.06%	93

Other funds holding ABT

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

Capital International Investors

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

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