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Integrated Wealth Concepts’s Abbott ABT Stock Holding History

Integrated Wealth Concepts’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 		$3.96M Buy
38,564
+23,262
+152% +$2.63M 0.03% 500
2025
Q4 		$1.92M Sell
15,302
-24,215
-61% -$3.08M 0.02% 544
2025
Q3 		$5.29M Sell
39,517
-853
-2% -$112K 0.05% 358
2025
Q2 		$5.49M Buy
40,370
+5,419
+16% +$715K 0.06% 318
2025
Q1 		$4.64M Sell
34,951
-2,036
-6% -$259K 0.05% 332
2024
Q4 		$4.18M Buy
36,987
+1,330
+4% +$154K 0.05% 332
2024
Q3 		$4.07M Sell
35,657
-151
-0.4% -$16.6K 0.05% 339
2024
Q2 		$3.72M Sell
35,808
-12,142
-25% -$1.29M 0.05% 332
2024
Q1 		$5.45M Buy
47,950
+8,056
+20% +$924K 0.08% 251
2023
Q4 		$4.39M Sell
39,894
-7,569
-16% -$756K 0.07% 258
2023
Q3 		$4.6M Sell
47,463
-1,798
-4% -$189K 0.08% 240
2023
Q2 		$5.37M Buy
49,261
+10,432
+27% +$1.11M 0.09% 220
2023
Q1 		$3.93M Sell
38,829
-1,557
-4% -$164K 0.08% 232
2022
Q4 		$4.43M Buy
40,386
+1,180
+3% +$122K 0.12% 171
2022
Q3 		$3.79M Buy
39,206
+3,582
+10% +$382K 0.12% 171
2022
Q2 		$3.87M Buy
35,624
+237
+0.7% +$26.9K 0.12% 170
2022
Q1 		$4.19M Buy
35,387
+816
+2% +$101K 0.13% 152
2021
Q4 		$4.87M Buy
34,571
+1,694
+5% +$217K 0.14% 125
2021
Q3 		$3.88M Buy
32,877
+5,530
+20% +$679K 0.13% 144
2021
Q2 		$3.17M Buy
27,347
+3,471
+15% +$405K 0.11% 160
2021
Q1 		$2.86M Buy
23,876
+15,045
+170% +$1.78M 0.12% 144
2020
Q4 		$967K Buy
8,831
+650
+8% +$70.7K 0.05% 260
2020
Q3 		$890K Buy
8,181
+1,273
+18% +$129K 0.05% 232
2020
Q2 		$632K Buy
6,908
+1,090
+19% +$98.5K 0.05% 242
2020
Q1 		$459K Buy
5,818
+1,592
+38% +$133K 0.04% 235
2019
Q4 		$367K Buy
4,226
+799
+23% +$66.9K 0.03% 320
2019
Q3 		$287K Buy
3,427
+250
+8% +$21.2K 0.03% 319
2019
Q2 		$267K Buy
3,177
+384
+14% +$30.2K 0.04% 303
2019
Q1 		$223K Buy
+2,793
New +$208K 0.04% 294

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Integrated Wealth Concepts's ABT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Abbott (ABT) stake by 152% in Q1 2026, buying an estimated $2.63M and bringing the position to 38,564 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #500.

Integrated Wealth Concepts first reported a position in ABT in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.49M in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Integrated Wealth Concepts held 38,564 shares of Abbott worth $3.96M as of Q1 2026.
  • Integrated Wealth Concepts bought 23,262 Abbott shares in Q1 2026, an estimated $2.63M.
  • Abbott made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #500 holding.
  • Integrated Wealth Concepts first reported a position in Abbott in Q1 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's Abbott position peaked at $5.49M in Q2 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.