LWA
ABT icon

Lantern Wealth Advisors’s Abbott ABT Stock Holding History

Lantern Wealth Advisors’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 		$532K Hold
5,860
– – 0.24% 97
2026
Q1 		$602K Buy
5,860
+143
+3% +$16.1K 0.31% 84
2025
Q4 		$716K Buy
5,717
+689
+14% +$87.8K 0.38% 69
2025
Q3 		$674K Buy
5,028
+84
+2% +$11K 0.36% 69
2025
Q2 		$672K Buy
+4,944
New +$652K 0.4% 68
2024
Q4 		$558K Buy
4,935
+26
+0.5% +$3K 0.36% 68
2024
Q3 		$560K Sell
4,909
-1
-0% -$110 0.39% 69
2024
Q2 		$510K Sell
4,910
-250
-5% -$26.5K 0.37% 65
2024
Q1 		$586K Sell
5,160
-95
-2% -$10.9K 0.41% 61
2023
Q4 		$578K Buy
+5,255
New +$525K 0.45% 58

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

Lantern Wealth Advisors's ABT Position: Q2 2026 in Review

Lantern Wealth Advisors held its Abbott (ABT) position steady in Q2 2026 at 5,860 shares worth $532K. The position accounts for 0.24% of the portfolio, ranked #97.

Lantern Wealth Advisors first reported a position in ABT in Q4 2023 and has held it in 10 quarters since. The position peaked at $716K in Q4 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Lantern Wealth Advisors held 5,860 shares of Abbott worth $532K as of Q2 2026.
  • Lantern Wealth Advisors left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.24% of Lantern Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Lantern Wealth Advisors first reported a position in Abbott in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Abbott position peaked at $716K in Q4 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.