Iams Wealth Management’s Abbott ABT Stock Holding History

Iams Wealth 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	$2.09M	Buy	23,021 +4,742	+26%	+$433K	0.63%	48
2026 Q1	$1.88M	Buy	18,279 +2,121	+13%	+$239K	0.65%	51
2025 Q4	$2.02M	Buy	16,158 +515	+3%	+$65.6K	0.73%	43
2025 Q3	$2.1M	Buy	15,643 +1,103	+8%	+$145K	0.84%	37
2025 Q2	$1.98M	Sell	14,540 -2,050	-12%	-$270K	0.91%	31
2025 Q1	$2.2M	Sell	16,590 -860	-5%	-$109K	1.01%	32
2024 Q4	$1.97M	Buy	17,450 +942	+6%	+$109K	0.9%	35
2024 Q3	$1.88M	Sell	16,508 -1,429	-8%	-$157K	0.92%	35
2024 Q2	$1.86M	Buy	17,937 +3,061	+21%	+$325K	1.02%	28
2024 Q1	$1.79M	Sell	14,876 -518	-3%	-$59.4K	1.09%	24
2023 Q4	$1.69M	Sell	15,394 -611	-4%	-$61K	1.1%	24
2023 Q3	$1.55M	Buy	+16,005	New	+$1.68M	1.07%	31
2023 Q2	–	Sell	-13,726	Closed	-$1.46M	–	129
2023 Q1	$1.36M	Buy	13,726 +5,255	+62%	+$555K	1.13%	26
2022 Q4	$930K	Buy	+8,471	New	+$877K	0.95%	30

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Iams Wealth Management's ABT Position: Q2 2026 in Review

Iams Wealth Management increased its Abbott (ABT) stake by 26% in Q2 2026, buying an estimated $433K and bringing the position to 23,021 shares worth $2.09M. The position accounts for 0.63% of the portfolio, ranked #48.

Iams Wealth Management first reported a position in ABT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Iams Wealth Management held 23,021 shares of Abbott worth $2.09M as of Q2 2026.
Iams Wealth Management bought 4,742 Abbott shares in Q2 2026, an estimated $433K.
Abbott made up 0.63% of Iams Wealth Management's portfolio in Q2 2026, its #48 holding.
Iams Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's Abbott position peaked at $2.2M in Q1 2025.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.