MGWM
ABT icon

Marks Group Wealth Management’s Abbott ABT Stock Holding History

Marks Group 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 		$1.21M Sell
11,795
-11,969
-50% -$1.35M 0.12% 178
2025
Q4 		$2.98M Buy
23,764
+15,741
+196% +$2.01M 0.29% 106
2025
Q3 		$1.07M Buy
8,023
+42
+0.5% +$5.51K 0.1% 170
2025
Q2 		$1.09M Sell
7,981
-123
-2% -$16.2K 0.1% 172
2025
Q1 		$1.07M Buy
8,104
+272
+3% +$34.6K 0.1% 178
2024
Q4 		$886K Hold
7,832
– – 0.09% 177
2024
Q3 		$893K Sell
7,832
-64
-0.8% -$7.02K 0.09% 181
2024
Q2 		$820K Sell
7,896
-115
-1% -$12.2K 0.09% 181
2024
Q1 		$911K Sell
8,011
-717
-8% -$82.2K 0.1% 174
2023
Q4 		$961K Buy
8,728
+42
+0.5% +$4.2K 0.11% 169
2023
Q3 		$841K Sell
8,686
-367
-4% -$38.5K 0.1% 173
2023
Q2 		$987K Sell
9,053
-56,460
-86% -$6.02M 0.12% 164
2023
Q1 		$6.63M Buy
65,513
+3,537
+6% +$373K 0.85% 43
2022
Q4 		$6.8M Buy
61,976
+693
+1% +$71.8K 0.93% 23
2022
Q3 		$5.93M Buy
61,283
+1,622
+3% +$173K 0.9% 34
2022
Q2 		$6.48M Buy
59,661
+3,599
+6% +$409K 0.93% 18
2022
Q1 		$6.63M Buy
56,062
+4,030
+8% +$500K 0.83% 38
2021
Q4 		$7.32M Sell
52,032
-1,041
-2% -$133K 0.89% 17
2021
Q3 		$6.28M Buy
53,073
+688
+1% +$84.5K 0.85% 29
2021
Q2 		$6.08M Buy
52,385
+3,115
+6% +$363K 0.83% 28
2021
Q1 		$5.91M Buy
49,270
+534
+1% +$63.3K 0.88% 27
2020
Q4 		$5.34M Buy
48,736
+83
+0.2% +$9.02K 0.83% 39
2020
Q3 		$5.29M Buy
48,653
+44,638
+1,112% +$4.53M 0.96% 15
2020
Q2 		$367K Buy
4,015
+754
+23% +$68.1K 0.07% 179
2020
Q1 		$258K Hold
3,261
– – 0.07% 189
2019
Q4 		$283K Buy
+3,261
New +$273K 0.06% 209

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

Marks Group Wealth Management's ABT Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Abbott (ABT) stake by 50% in Q1 2026, selling an estimated $1.35M and leaving 11,795 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #178.

Marks Group Wealth Management first reported a position in ABT in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.32M in Q4 2021. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Marks Group Wealth Management held 11,795 shares of Abbott worth $1.21M as of Q1 2026.
  • Marks Group Wealth Management sold 11,969 Abbott shares in Q1 2026, an estimated $1.35M.
  • Abbott made up 0.12% of Marks Group Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Marks Group Wealth Management first reported a position in Abbott in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Abbott position peaked at $7.32M in Q4 2021.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.