Institute for Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $534K | Sell |
5,882
-1,786
| -23% | -$163K | 0.05% | 312 |
|
|
2026
Q1 | $787K | Buy |
7,668
+2
| +0% | +$226 | 0.08% | 237 |
|
|
2025
Q4 | $960K | Sell |
7,666
-112
| -1% | -$14.3K | 0.1% | 199 |
|
|
2025
Q3 | $1.04M | Buy |
7,778
+35
| +0.5% | +$4.59K | 0.11% | 192 |
|
|
2025
Q2 | $1.05M | Sell |
7,743
-118
| -2% | -$15.6K | 0.12% | 181 |
|
|
2025
Q1 | $1.04M | Sell |
7,861
-705
| -8% | -$89.7K | 0.13% | 175 |
|
|
2024
Q4 | $969K | Sell |
8,566
-307
| -3% | -$35.5K | 0.12% | 176 |
|
|
2024
Q3 | $1.01M | Sell |
8,873
-173
| -2% | -$19K | 0.13% | 173 |
|
|
2024
Q2 | $940K | Sell |
9,046
-263
| -3% | -$27.9K | 0.13% | 174 |
|
|
2024
Q1 | $1.06M | Sell |
9,309
-25
| -0.3% | -$2.87K | 0.14% | 156 |
|
|
2023
Q4 | $1.03M | Sell |
9,334
-169
| -2% | -$16.9K | 0.17% | 148 |
|
|
2023
Q3 | $920K | Sell |
9,503
-203
| -2% | -$21.3K | 0.17% | 154 |
|
|
2023
Q2 | $1.06M | Sell |
9,706
-219
| -2% | -$23.3K | 0.18% | 136 |
|
|
2023
Q1 | $1.01M | Sell |
9,925
-429
| -4% | -$45.3K | 0.19% | 138 |
|
|
2022
Q4 | $1.14M | Sell |
10,354
-961
| -8% | -$99.5K | 0.24% | 114 |
|
|
2022
Q3 | $1.09M | Buy |
11,315
+146
| +1% | +$15.6K | 0.25% | 109 |
|
|
2022
Q2 | $1.21M | Sell |
11,169
-100
| -0.9% | -$11.4K | 0.24% | 112 |
|
|
2022
Q1 | $1.33M | Sell |
11,269
-110
| -1% | -$13.6K | 0.22% | 118 |
|
|
2021
Q4 | $1.6M | Buy |
11,379
+413
| +4% | +$52.9K | 0.26% | 96 |
|
|
2021
Q3 | $1.29M | Buy |
10,966
+910
| +9% | +$112K | 0.23% | 113 |
|
|
2021
Q2 | $1.17M | Sell |
10,056
-196
| -2% | -$22.8K | 0.2% | 124 |
|
|
2021
Q1 | $1.23M | Buy |
10,252
+182
| +2% | +$21.6K | 0.23% | 112 |
|
|
2020
Q4 | $1.1M | Buy |
10,070
+1,435
| +17% | +$156K | 0.22% | 110 |
|
|
2020
Q3 | $940K | Buy |
8,635
+1,378
| +19% | +$140K | 0.21% | 120 |
|
|
2020
Q2 | $664K | Buy |
7,257
+1,118
| +18% | +$101K | 0.16% | 172 |
|
|
2020
Q1 | $484K | Buy |
6,139
+449
| +8% | +$37.5K | 0.15% | 192 |
|
|
2019
Q4 | $494K | Buy |
5,690
+911
| +19% | +$76.3K | 0.11% | 253 |
|
|
2019
Q3 | $400K | Sell |
4,779
-600
| -11% | -$51K | 0.1% | 275 |
|
|
2019
Q2 | $452K | Buy |
5,379
+122
| +2% | +$9.6K | 0.1% | 275 |
|
|
2019
Q1 | $420K | Sell |
5,257
-230
| -4% | -$17.1K | 0.09% | 275 |
|
|
2018
Q4 | $397K | Buy |
+5,487
| New | +$386K | 0.16% | 171 |
|
|
2018
Q1 | – | Sell |
-5,657
| Closed | -$323K | – | 257 |
|
|
2017
Q4 | $323K | Buy |
+5,657
| New | +$314K | 0.07% | 294 |
|
|
2017
Q3 | – | Sell |
-4,736
| Closed | -$232K | – | 251 |
|
|
2017
Q2 | $232K | Buy |
+4,736
| New | +$214K | 0.06% | 349 |
|
Other funds holding ABT
Institute for Wealth Management's ABT Position: Q2 2026 in Review
Institute for Wealth Management reduced its Abbott (ABT) stake by 23% in Q2 2026, selling an estimated $163K and leaving 5,882 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #312.
Institute for Wealth Management first reported a position in ABT in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.6M in Q4 2021. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.
- Institute for Wealth Management held 5,882 shares of Abbott worth $534K as of Q2 2026.
- Institute for Wealth Management sold 1,786 Abbott shares in Q2 2026, an estimated $163K.
- Abbott made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #312 holding.
- Institute for Wealth Management first reported a position in Abbott in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Abbott position peaked at $1.6M in Q4 2021.
- 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.