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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
2023
Q3 		– Sell
-29,538
Closed -$3.18M – 114
2023
Q2 		$3.18M Buy
+29,538
New +$3.15M 1.16% 22

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

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. 2,968 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.
  • 2,968 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.