LWM Advisory Services’s Abbott ABT Stock Holding History

LWM Advisory Services’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
2025 Q4	–	Sell	-1,797	Closed	-$241K	–	85
2025 Q3	$241K	Buy	1,797 +7	+0.4%	+$919	0.14%	88
2025 Q2	$243K	Sell	1,790 -135	-7%	-$17.8K	0.17%	85
2025 Q1	$255K	Hold	1,925	–	–	0.18%	85
2024 Q4	$218K	Hold	1,925	–	–	0.15%	88
2024 Q3	$219K	Buy	+1,925	New	+$211K	0.16%	87
2024 Q2	–	Sell	-1,877	Closed	-$213K	–	81
2024 Q1	$213K	Hold	1,877	–	–	0.17%	85
2023 Q4	$207K	Buy	+1,877	New	+$188K	0.18%	77
2022 Q4	–	Sell	-3,051	Closed	-$296K	–	81
2022 Q3	$296K	Buy	3,051 +523	+21%	+$55.7K	0.34%	84
2022 Q2	$275K	Buy	+2,528	New	+$287K	0.33%	87

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWM Advisory Services's ABT Position: Q4 2025 in Review

LWM Advisory Services sold out of Abbott (ABT) in Q4 2025, closing a stake of 1,797 shares — an estimated $241K sold.

LWM Advisory Services first reported a position in ABT in Q2 2022 and held it in 9 quarters. The position peaked at $296K in Q3 2022. 3,284 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

LWM Advisory Services reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 1,797 Abbott shares in Q4 2025, an estimated $241K.
LWM Advisory Services first reported a position in Abbott in Q2 2022 and held it in 9 quarters.
LWM Advisory Services's Abbott position peaked at $296K in Q3 2022.
3,284 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.