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LJI Wealth Management’s Abbott ABT Stock Holding History

LJI 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 		$203K Buy
2,240
+203
+10% +$18.5K 0.03% 197
2026
Q1 		$209K Buy
2,037
+2
+0.1% +$226 0.03% 178
2025
Q4 		$255K Buy
2,035
+2
+0.1% +$255 0.04% 172
2025
Q3 		$272K Buy
2,033
+2
+0.1% +$263 0.05% 149
2025
Q2 		$276K Sell
2,031
-312
-13% -$41.1K 0.05% 153
2025
Q1 		$311K Buy
2,343
+103
+5% +$13.1K 0.06% 133
2024
Q4 		$253K Sell
2,240
-213
-9% -$24.6K 0.05% 148
2024
Q3 		$280K Sell
2,453
-76
-3% -$8.34K 0.06% 155
2024
Q2 		$263K Sell
2,529
-26
-1% -$2.76K 0.06% 150
2024
Q1 		$290K Sell
2,555
-69
-3% -$7.91K 0.08% 117
2023
Q4 		$289K Sell
2,624
-2
-0.1% -$200 0.07% 134
2023
Q3 		$254K Buy
2,626
+30
+1% +$3.15K 0.07% 138
2023
Q2 		$283K Sell
2,596
-11
-0.4% -$1.17K 0.08% 123
2023
Q1 		$264K Buy
2,607
+28
+1% +$2.96K 0.08% 124
2022
Q4 		$283K Buy
+2,579
New +$267K 0.1% 103

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

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

LJI Wealth Management increased its Abbott (ABT) stake by 10% in Q2 2026, buying an estimated $18.5K and bringing the position to 2,240 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #197.

LJI Wealth Management first reported a position in ABT in Q4 2022 and has held it in 15 quarters since. The position peaked at $311K in Q1 2025. 2,964 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • LJI Wealth Management held 2,240 shares of Abbott worth $203K as of Q2 2026.
  • LJI Wealth Management bought 203 Abbott shares in Q2 2026, an estimated $18.5K.
  • Abbott made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #197 holding.
  • LJI Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Abbott position peaked at $311K in Q1 2025.
  • 2,964 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.