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Jeppson Wealth Management’s Abbott ABT Stock Holding History

Jeppson 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 		$1.34M Buy
14,793
+1,134
+8% +$104K 0.4% 62
2026
Q1 		$1.4M Buy
13,659
+371
+3% +$41.9K 0.44% 59
2025
Q4 		$1.66M Sell
13,288
-360
-3% -$45.9K 0.53% 47
2025
Q3 		$1.83M Sell
13,648
-10
-0.1% -$1.31K 0.58% 44
2025
Q2 		$1.86M Sell
13,658
-5
-0% -$659 0.64% 40
2025
Q1 		$1.81M Sell
13,663
-50
-0.4% -$6.36K 0.66% 40
2024
Q4 		$1.55M Sell
13,713
-120
-0.9% -$13.9K 0.56% 49
2024
Q3 		$1.58M Sell
13,833
-10
-0.1% -$1.1K 0.56% 46
2024
Q2 		$1.44M Sell
13,843
-162
-1% -$17.2K 0.55% 49
2024
Q1 		$1.59M Sell
14,005
-33
-0.2% -$3.78K 0.62% 41
2023
Q4 		$1.55M Sell
14,038
-287
-2% -$28.7K 0.64% 41
2023
Q3 		$1.39M Buy
14,325
+258
+2% +$27.1K 0.64% 37
2023
Q2 		$1.53M Buy
14,067
+197
+1% +$21K 0.67% 35
2023
Q1 		$1.4M Sell
13,870
-212
-2% -$22.4K 0.61% 38
2022
Q4 		$1.55M Sell
14,082
-2,257
-14% -$234K 0.65% 34
2022
Q3 		$1.58M Buy
16,339
+4,723
+41% +$503K 0.72% 28
2022
Q2 		$1.26M Buy
11,616
+4,227
+57% +$480K 0.54% 42
2022
Q1 		$874K Buy
7,389
+720
+11% +$89.3K 0.41% 62
2021
Q4 		$939K Sell
6,669
-59
-0.9% -$7.55K 0.45% 54
2021
Q3 		$794K Hold
6,728
– – 0.41% 60
2021
Q2 		$779K Buy
6,728
+1,969
+41% +$230K 0.42% 60
2021
Q1 		$570K Hold
4,759
– – 0.34% 70
2020
Q4 		$521K Buy
4,759
+25
+0.5% +$2.72K 0.35% 68
2020
Q3 		$515K Buy
+4,734
New +$480K 0.4% 59

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

Jeppson Wealth Management's ABT Position: Q2 2026 in Review

Jeppson Wealth Management increased its Abbott (ABT) stake by 8.3% in Q2 2026, buying an estimated $104K and bringing the position to 14,793 shares worth $1.34M. The position accounts for 0.4% of the portfolio, ranked #62.

Jeppson Wealth Management first reported a position in ABT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q2 2025. 2,967 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Jeppson Wealth Management held 14,793 shares of Abbott worth $1.34M as of Q2 2026.
  • Jeppson Wealth Management bought 1,134 Abbott shares in Q2 2026, an estimated $104K.
  • Abbott made up 0.4% of Jeppson Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Jeppson Wealth Management first reported a position in Abbott in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Abbott position peaked at $1.86M in Q2 2025.
  • 2,967 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.