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Lakeridge Wealth Management’s Abbott ABT Stock Holding History

Lakeridge 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 		$225K Buy
2,475
+30
+1% +$2.74K 0.08% 171
2026
Q1 		$251K Sell
2,445
-204
-8% -$23K 0.11% 147
2025
Q4 		$332K Buy
2,649
+32
+1% +$4.08K 0.15% 122
2025
Q3 		$351K Buy
2,617
+9
+0.3% +$1.18K 0.16% 109
2025
Q2 		$355K Sell
2,608
-4
-0.2% -$527 0.16% 107
2025
Q1 		$347K Buy
2,612
+162
+7% +$20.6K 0.17% 107
2024
Q4 		$277K Sell
2,450
-102
-4% -$11.8K 0.14% 121
2024
Q3 		$291K Sell
2,552
-22
-0.9% -$2.41K 0.16% 116
2024
Q2 		$267K Sell
2,574
-39
-1% -$4.13K 0.16% 117
2024
Q1 		$297K Buy
2,613
+17
+0.7% +$1.95K 0.19% 97
2023
Q4 		$286K Buy
+2,596
New +$259K 0.21% 91

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

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

Lakeridge Wealth Management increased its Abbott (ABT) stake by 1.2% in Q2 2026, buying an estimated $2.74K and bringing the position to 2,475 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #171.

Lakeridge Wealth Management first reported a position in ABT in Q4 2023 and has held it in 11 quarters since. The position peaked at $355K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Lakeridge Wealth Management held 2,475 shares of Abbott worth $225K as of Q2 2026.
  • Lakeridge Wealth Management bought 30 Abbott shares in Q2 2026, an estimated $2.74K.
  • Abbott made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Lakeridge Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Abbott position peaked at $355K in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.