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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
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 $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

Jeppson Wealth Management's ABT Position: Q1 2026 in Review

Jeppson Wealth Management increased its Abbott (ABT) stake by 2.8% in Q1 2026, buying an estimated $41.9K and bringing the position to 13,659 shares worth $1.4M. The position accounts for 0.44% of the portfolio, ranked #59.

Jeppson Wealth Management first reported a position in ABT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Jeppson Wealth Management held 13,659 shares of Abbott worth $1.4M as of Q1 2026.
  • Jeppson Wealth Management bought 371 Abbott shares in Q1 2026, an estimated $41.9K.
  • Abbott made up 0.44% of Jeppson Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Jeppson Wealth Management first reported a position in Abbott in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Abbott position peaked at $1.86M in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.