Jamison Private Wealth Management’s Abbott ABT Stock Holding History

Jamison Private 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	$1.23M	Sell	13,605 -2,065	-13%	-$188K	0.12%	114
2026 Q1	$1.61M	Sell	15,670 -184	-1%	-$20.8K	0.2%	98
2025 Q4	$1.99M	Buy	15,854 +85	+0.5%	+$10.8K	0.24%	87
2025 Q3	$2.11M	Buy	15,769 +3,526	+29%	+$463K	0.27%	81
2025 Q2	$1.67M	Sell	12,243 -3,562	-23%	-$470K	0.24%	85
2025 Q1	$2.1M	Sell	15,805 -279	-2%	-$35.5K	0.32%	74
2024 Q4	$1.82M	Buy	16,084 +3,420	+27%	+$395K	0.27%	82
2024 Q3	$1.44M	Buy	12,664 +99	+0.8%	+$10.9K	0.22%	92
2024 Q2	$1.31M	Buy	12,565 +1,408	+13%	+$149K	0.22%	87
2024 Q1	$1.27M	Buy	11,157 +27	+0.2%	+$3.1K	0.21%	88
2023 Q4	$1.23M	Buy	11,130 +7	+0.1%	+$699	0.23%	84
2023 Q3	$1.08M	Buy	+11,123	New	+$1.17M	0.22%	88

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

Jamison Private Wealth Management's ABT Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Abbott (ABT) stake by 13% in Q2 2026, selling an estimated $188K and leaving 13,605 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #114.

Jamison Private Wealth Management first reported a position in ABT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q3 2025. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Jamison Private Wealth Management held 13,605 shares of Abbott worth $1.23M as of Q2 2026.
Jamison Private Wealth Management sold 2,065 Abbott shares in Q2 2026, an estimated $188K.
Abbott made up 0.12% of Jamison Private Wealth Management's portfolio in Q2 2026, its #114 holding.
Jamison Private Wealth Management first reported a position in Abbott in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Abbott position peaked at $2.11M in Q3 2025.
2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

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