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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
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 $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

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

Lyell Wealth Management reduced its Abbott (ABT) stake by 2.3% in Q1 2026, selling an estimated $169K and leaving 64,501 shares worth $6.62M. The position accounts for 0.49% of the portfolio, ranked #62.

Lyell Wealth Management first reported a position in ABT in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.32M in Q4 2021. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Lyell Wealth Management held 64,501 shares of Abbott worth $6.62M as of Q1 2026.
  • Lyell Wealth Management sold 1,498 Abbott shares in Q1 2026, an estimated $169K.
  • Abbott made up 0.49% of Lyell Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Lyell Wealth Management first reported a position in Abbott in Q3 2020 and has held it in 23 quarters since.
  • Lyell Wealth Management's Abbott position peaked at $9.32M in Q4 2021.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.