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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IAM Advisory's ABT Position: Q1 2026 in Review

IAM Advisory sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,701 shares — an estimated $213K sold.

IAM Advisory first reported a position in ABT in Q4 2023 and held it in 8 quarters. The position peaked at $228K in Q2 2025. 3,116 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • IAM Advisory reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • IAM Advisory sold 1,701 Abbott shares in Q1 2026, an estimated $213K.
  • IAM Advisory first reported a position in Abbott in Q4 2023 and held it in 8 quarters.
  • IAM Advisory's Abbott position peaked at $228K in Q2 2025.
  • 3,116 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.