Mascoma Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.7K | Buy |
526
+23
| +5% | +$2.1K | 0.01% | 191 |
|
|
2026
Q1 | $51.6K | Sell |
503
-80
| -14% | -$9.03K | 0.01% | 182 |
|
|
2025
Q4 | $73K | Buy |
583
+21
| +4% | +$2.67K | 0.02% | 151 |
|
|
2025
Q3 | $75.3K | Hold |
562
| – | – | 0.02% | 160 |
|
|
2025
Q2 | $76.4K | Hold |
562
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $74.5K | Sell |
562
-8
| -1% | -$1.02K | 0.02% | 157 |
|
|
2024
Q4 | $64.5K | Buy |
570
+109
| +24% | +$12.6K | 0.02% | 178 |
|
|
2024
Q3 | $52.6K | Sell |
461
-50
| -10% | -$5.48K | 0.01% | 189 |
|
|
2024
Q2 | $53.1K | Sell |
511
-150
| -23% | -$15.9K | 0.01% | 184 |
|
|
2024
Q1 | $75.1K | Hold |
661
| – | – | 0.02% | 148 |
|
|
2023
Q4 | $72.8K | Hold |
661
| – | – | 0.02% | 154 |
|
|
2023
Q3 | $64K | Buy |
661
+81
| +14% | +$8.51K | 0.02% | 162 |
|
|
2023
Q2 | $61.2K | Sell |
580
-205
| -26% | -$21.9K | 0.02% | 175 |
|
|
2023
Q1 | $86.7K | Sell |
785
-377
| -32% | -$39.8K | 0.03% | 181 |
|
|
2022
Q4 | $128K | Sell |
1,162
-522
| -31% | -$54K | 0.04% | 145 |
|
|
2022
Q3 | $163K | Buy |
1,684
+600
| +55% | +$64K | 0.06% | 126 |
|
|
2022
Q2 | $118K | Buy |
1,084
+27
| +3% | +$3.07K | 0.04% | 153 |
|
|
2022
Q1 | $125K | Buy |
1,057
+77
| +8% | +$9.55K | 0.04% | 159 |
|
|
2021
Q4 | $138K | Buy |
980
+212
| +28% | +$27.1K | 0.05% | 131 |
|
|
2021
Q3 | $91K | Buy |
+768
| New | +$94.3K | 0.04% | 162 |
|
|
2021
Q2 | – | Sell |
-768
| Closed | -$92K | – | 105 |
|
|
2021
Q1 | $92K | Buy |
+768
| New | +$91K | 0.04% | 160 |
|
|
2019
Q3 | – | Sell |
-939
| Closed | -$79K | – | 81 |
|
|
2019
Q2 | $79K | Hold |
939
| – | – | 0.05% | 128 |
|
|
2019
Q1 | $75K | Hold |
939
| – | – | 0.05% | 123 |
|
|
2018
Q4 | $68K | Hold |
939
| – | – | 0.05% | 125 |
|
|
2018
Q3 | $69K | Hold |
939
| – | – | 0.05% | 143 |
|
|
2018
Q2 | $57K | Hold |
939
| – | – | 0.04% | 144 |
|
|
2018
Q1 | $56K | Buy |
939
+160
| +21% | +$9.64K | 0.04% | 141 |
|
|
2017
Q4 | $48K | Hold |
779
| – | – | 0.03% | 147 |
|
|
2017
Q3 | $42K | Hold |
779
| – | – | 0.03% | 159 |
|
|
2017
Q2 | $38K | Hold |
779
| – | – | 0.03% | 177 |
|
|
2017
Q1 | $35K | Sell |
779
-251
| -24% | -$10.9K | 0.03% | 169 |
|
|
2016
Q4 | $40K | Buy |
+1,030
| New | +$40.8K | 0.03% | 159 |
|
Other funds holding ABT
Mascoma Wealth Management's ABT Position: Q2 2026 in Review
Mascoma Wealth Management increased its Abbott (ABT) stake by 4.6% in Q2 2026, buying an estimated $2.1K and bringing the position to 526 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #191.
Mascoma Wealth Management first reported a position in ABT in Q4 2016 and has held it in 32 quarters since. The position peaked at $163K in Q3 2022. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.
- Mascoma Wealth Management held 526 shares of Abbott worth $47.7K as of Q2 2026.
- Mascoma Wealth Management bought 23 Abbott shares in Q2 2026, an estimated $2.1K.
- Abbott made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #191 holding.
- Mascoma Wealth Management first reported a position in Abbott in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Abbott position peaked at $163K in Q3 2022.
- 2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.