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KWB Wealth’s Abbott ABT Stock Holding History

KWB Wealth’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
2025
Q1 		– Sell
-2,521
Closed -$287K – 150
2024
Q4 		$287K Sell
2,521
-232
-8% -$26.8K 0.04% 125
2024
Q3 		$286K Sell
2,753
-853
-24% -$93.6K 0.04% 107
2024
Q2 		$410K Sell
3,606
-64
-2% -$6.79K 0.06% 85
2024
Q1 		$417K Sell
3,670
-331
-8% -$37.9K 0.06% 86
2023
Q4 		$440K Sell
4,001
-550
-12% -$55K 0.06% 80
2023
Q3 		$496K Sell
4,551
-274
-6% -$28.8K 0.08% 73
2023
Q2 		$526K Buy
4,825
+857
+22% +$91.4K 0.08% 70
2023
Q1 		$436K Hold
3,968
– – 0.08% 78
2022
Q4 		$436K Buy
3,968
+10
+0.3% +$1.03K 0.08% 71
2022
Q3 		$383K Buy
3,958
+108
+3% +$11.5K 0.08% 71
2022
Q2 		$418K Buy
3,850
+488
+15% +$55.4K 0.08% 69
2022
Q1 		$473K Hold
3,362
– – 0.08% 59
2021
Q4 		$473K Buy
3,362
+7
+0.2% +$896 0.08% 59
2021
Q3 		$396K Buy
3,355
+437
+15% +$53.7K 0.07% 64
2021
Q2 		$350K Hold
2,918
– – 0.07% 59
2021
Q1 		$350K Buy
2,918
+325
+13% +$38.5K 0.07% 59
2020
Q4 		$284K Buy
+2,593
New +$282K 0.06% 64

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KWB Wealth's ABT Position: Q1 2025 in Review

KWB Wealth sold out of Abbott (ABT) in Q1 2025, closing a stake of 2,521 shares — an estimated $287K sold.

KWB Wealth first reported a position in ABT in Q4 2020 and held it in 17 quarters. The position peaked at $526K in Q2 2023. 3,168 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • KWB Wealth reported no remaining Abbott position as of Q1 2025 after selling out during the quarter.
  • KWB Wealth sold 2,521 Abbott shares in Q1 2025, an estimated $287K.
  • KWB Wealth first reported a position in Abbott in Q4 2020 and held it in 17 quarters.
  • KWB Wealth's Abbott position peaked at $526K in Q2 2023.
  • 3,168 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on KWB Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.