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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Levy Wealth Management Group's ABT Position: Q2 2024 in Review

Levy Wealth Management Group increased its Abbott (ABT) stake by 0.11% in Q2 2024, buying an estimated $2.12K and bringing the position to 18,246 shares worth $1.9M. The position accounts for 0.49% of the portfolio, ranked #23.

Levy Wealth Management Group first reported a position in ABT in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.41M in Q4 2021. 2,870 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

Levy Wealth Management Group held 18,246 shares of Abbott worth $1.9M as of Q2 2024.
Levy Wealth Management Group bought 20 Abbott shares in Q2 2024, an estimated $2.12K.
Abbott made up 0.49% of Levy Wealth Management Group's portfolio in Q2 2024, its #23 holding.
Levy Wealth Management Group first reported a position in Abbott in Q4 2020 and has held it in 15 quarters since.
Levy Wealth Management Group's Abbott position peaked at $2.41M in Q4 2021.
2,870 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.