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Marcum Wealth’s Abbott ABT Stock Holding History

Marcum Wealth’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
Q1 		$779K Buy
5,869
+306
+6% +$38.9K 0.07% 137
2024
Q4 		$629K Sell
5,563
-108
-2% -$12.5K 0.05% 159
2024
Q3 		$647K Buy
5,671
+407
+8% +$44.6K 0.06% 154
2024
Q2 		$547K Sell
5,264
-181
-3% -$19.2K 0.05% 175
2024
Q1 		$619K Buy
5,445
+309
+6% +$35.4K 0.06% 158
2023
Q4 		$565K Sell
5,136
-489
-9% -$48.9K 0.06% 158
2023
Q3 		$545K Buy
5,625
+90
+2% +$9.45K 0.07% 155
2023
Q2 		$603K Buy
5,535
+273
+5% +$29.1K 0.07% 142
2023
Q1 		$533K Buy
5,262
+235
+5% +$24.8K 0.07% 163
2022
Q4 		$552K Sell
5,027
-554
-10% -$57.4K 0.07% 157
2022
Q3 		$540K Buy
5,581
+500
+10% +$53.3K 0.08% 148
2022
Q2 		$552K Buy
5,081
+1,447
+40% +$164K 0.08% 146
2022
Q1 		$430K Buy
3,634
+332
+10% +$41.2K 0.06% 184
2021
Q4 		$465K Buy
3,302
+111
+3% +$14.2K 0.06% 179
2021
Q3 		$377K Buy
3,191
+108
+4% +$13.3K 0.06% 199
2021
Q2 		$357K Buy
3,083
+18
+0.6% +$2.1K 0.06% 197
2021
Q1 		$367K Buy
3,065
+1,008
+49% +$119K 0.06% 188
2020
Q4 		$225K Buy
+2,057
New +$224K 0.05% 127

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's ABT Position: Q1 2025 in Review

Marcum Wealth increased its Abbott (ABT) stake by 5.5% in Q1 2025, buying an estimated $38.9K and bringing the position to 5,869 shares worth $779K. The position accounts for 0.07% of the portfolio, ranked #137.

Marcum Wealth first reported a position in ABT in Q4 2020 and has held it in 18 quarters since. 3,169 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Marcum Wealth held 5,869 shares of Abbott worth $779K as of Q1 2025.
  • Marcum Wealth bought 306 Abbott shares in Q1 2025, an estimated $38.9K.
  • Abbott made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #137 holding.
  • Marcum Wealth first reported a position in Abbott in Q4 2020 and has held it in 18 quarters since.
  • 3,169 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.