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Lionshead Wealth Management’s Abbott ABT Stock Holding History

Lionshead 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
Q1 		$227K Sell
2,208
-12
-0.5% -$1.35K 0.17% 99
2025
Q4 		$278K Buy
2,220
+5
+0.2% +$637 0.21% 84
2025
Q3 		$297K Buy
2,215
+677
+44% +$88.9K 0.24% 79
2025
Q2 		$209K Buy
+1,538
New +$203K 0.19% 89
2025
Q1 		– Sell
-2,889
Closed -$327K – 88
2024
Q4 		$327K Buy
+2,889
New +$334K 0.24% 84

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lionshead Wealth Management's ABT Position: Q1 2026 in Review

Lionshead Wealth Management reduced its Abbott (ABT) stake by 0.54% in Q1 2026, selling an estimated $1.35K and leaving 2,208 shares worth $227K. The position accounts for 0.17% of the portfolio, ranked #99.

Lionshead Wealth Management first reported a position in ABT in Q4 2024 and has held it in 5 quarters since. The position peaked at $327K in Q4 2024. 3,085 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Lionshead Wealth Management held 2,208 shares of Abbott worth $227K as of Q1 2026.
  • Lionshead Wealth Management sold 12 Abbott shares in Q1 2026, an estimated $1.35K.
  • Abbott made up 0.17% of Lionshead Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Lionshead Wealth Management first reported a position in Abbott in Q4 2024 and has held it in 5 quarters since.
  • Lionshead Wealth Management's Abbott position peaked at $327K in Q4 2024.
  • 3,085 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.