Lyell Wealth Management
ABT icon

Lyell Wealth Management’s Abbott ABT Stock Holding History

Lyell 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
Q3 		$4.73M Sell
47,886
-8,471
-15% -$885K 0.28% 69
2026
Q2 		$5.11M Sell
56,357
-8,144
-13% -$743K 0.31% 68
2026
Q1 		$6.62M Sell
64,501
-1,498
-2% -$169K 0.49% 62
2025
Q4 		$8.27M Sell
65,999
-657
-1% -$83.7K 0.6% 58
2025
Q3 		$8.93M Buy
66,656
+1,795
+3% +$236K 0.66% 56
2025
Q2 		$8.82M Buy
64,861
+4,733
+8% +$624K 0.7% 52
2025
Q1 		$7.98M Buy
60,128
+2,690
+5% +$342K 0.75% 50
2024
Q4 		$6.5M Sell
57,438
-272
-0.5% -$31.4K 0.58% 56
2024
Q3 		$6.58M Buy
57,710
+1,646
+3% +$181K 0.6% 58
2024
Q2 		$5.83M Sell
56,064
-1,067
-2% -$113K 0.56% 59
2024
Q1 		$6.49M Buy
57,131
+1,773
+3% +$203K 0.66% 55
2023
Q4 		$6.09M Sell
55,358
-4,635
-8% -$463K 0.69% 53
2023
Q3 		$5.81M Sell
59,993
-3,130
-5% -$329K 0.78% 47
2023
Q2 		$6.88M Buy
63,123
+863
+1% +$92K 0.88% 43
2023
Q1 		$6.3M Sell
62,260
-4,245
-6% -$448K 0.88% 44
2022
Q4 		$7.3M Sell
66,505
-236
-0.4% -$24.4K 1.15% 33
2022
Q3 		$6.46M Buy
66,741
+197
+0.3% +$21K 1.1% 32
2022
Q2 		$7.23M Sell
66,544
-113
-0.2% -$12.8K 1.18% 27
2022
Q1 		$7.89M Buy
66,657
+406
+0.6% +$50.3K 1.02% 33
2021
Q4 		$9.32M Buy
66,251
+1,401
+2% +$179K 1.06% 35
2021
Q3 		$7.66M Buy
64,850
+3,162
+5% +$388K 0.93% 40
2021
Q2 		$7.15M Buy
61,688
+6,651
+12% +$775K 0.89% 42
2021
Q1 		$6.6M Buy
55,037
+10,920
+25% +$1.29M 0.96% 40
2020
Q4 		$4.83M Buy
44,117
+11,253
+34% +$1.22M 0.77% 51
2020
Q3 		$3.58M Buy
+32,864
New +$3.33M 0.67% 59

Other funds holding ABT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lyell Wealth Management's ABT Position: Q3 2026 in Review

Lyell Wealth Management reduced its Abbott (ABT) stake by 15% in Q3 2026, selling an estimated $885K and leaving 47,886 shares worth $4.73M. The position accounts for 0.28% of the portfolio, ranked #69.

Lyell Wealth Management first reported a position in ABT in Q3 2020 and has held it in 25 quarters since. The position peaked at $9.32M in Q4 2021. 1,694 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Lyell Wealth Management held 47,886 shares of Abbott worth $4.73M as of Q3 2026.
  • Lyell Wealth Management sold 8,471 Abbott shares in Q3 2026, an estimated $885K.
  • Abbott made up 0.28% of Lyell Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Lyell Wealth Management first reported a position in Abbott in Q3 2020 and has held it in 25 quarters since.
  • Lyell Wealth Management's Abbott position peaked at $9.32M in Q4 2021.
  • 1,694 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.