Levy Wealth Management Group’s Abbott ABT Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$1.9M	Buy	18,246 +20	+0.1%	+$2.12K	0.49%	23
2024 Q1	$2.01M	Hold	18,226	–	–	0.56%	22
2023 Q4	$2.01M	Buy	18,226 +10	+0.1%	+$999	0.56%	22
2023 Q3	$1.76M	Buy	18,216 +9	+0%	+$945	0.55%	26
2023 Q2	$1.98M	Buy	18,207 +8	+0%	+$853	0.59%	25
2023 Q1	$1.84M	Buy	18,199 +8	+0%	+$845	0.57%	28
2022 Q4	$2M	Buy	18,191 +8	+0%	+$828	0.67%	25
2022 Q3	$1.76M	Buy	18,183 +958	+6%	+$102K	0.76%	24
2022 Q2	$1.87M	Buy	17,225 +50	+0.3%	+$5.68K	0.86%	20
2022 Q1	$2.03M	Buy	17,175 +43	+0.3%	+$5.33K	0.84%	19
2021 Q4	$2.41M	Buy	17,132 +41	+0.2%	+$5.25K	1.09%	17
2021 Q3	$2.02M	Buy	17,091 +42	+0.2%	+$5.16K	1.11%	15
2021 Q2	$1.98M	Buy	17,049 +506	+3%	+$59K	1.14%	15
2021 Q1	$1.98M	Sell	16,543 -547	-3%	-$64.8K	1.3%	13
2020 Q4	$1.87M	Buy	+17,090	New	+$1.86M	1.33%	13

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM