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J. Derek Lewis & Associates’s Abbott ABT Stock Holding History

J. Derek Lewis & Associates’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 		$1.41M Sell
15,572
-178
-1% -$16.2K 0.27% 48
2026
Q1 		$1.62M Sell
15,750
-149
-0.9% -$16.8K 0.36% 40
2025
Q4 		$1.99M Buy
+15,899
New +$2.03M 0.47% 35

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Derek Lewis & Associates's ABT Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Abbott (ABT) stake by 1.1% in Q2 2026, selling an estimated $16.2K and leaving 15,572 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #48.

J. Derek Lewis & Associates first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q4 2025. 1,892 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • J. Derek Lewis & Associates held 15,572 shares of Abbott worth $1.41M as of Q2 2026.
  • J. Derek Lewis & Associates sold 178 Abbott shares in Q2 2026, an estimated $16.2K.
  • Abbott made up 0.27% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #48 holding.
  • J. Derek Lewis & Associates first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Abbott position peaked at $1.99M in Q4 2025.
  • 1,892 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.