LWM
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
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

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

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

Lyell Wealth Management reduced its Abbott (ABT) stake by 13% in Q2 2026, selling an estimated $743K and leaving 56,357 shares worth $5.11M. The position accounts for 0.31% of the portfolio, ranked #68.

Lyell Wealth Management first reported a position in ABT in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.32M in Q4 2021. 2,975 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Lyell Wealth Management held 56,357 shares of Abbott worth $5.11M as of Q2 2026.
  • Lyell Wealth Management sold 8,144 Abbott shares in Q2 2026, an estimated $743K.
  • Abbott made up 0.31% of Lyell Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Lyell Wealth Management first reported a position in Abbott in Q3 2020 and has held it in 24 quarters since.
  • Lyell Wealth Management's Abbott position peaked at $9.32M in Q4 2021.
  • 2,975 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.