MWM
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Mission Wealth Management’s Abbott ABT Stock Holding History

Mission 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 		$2.5M Sell
24,362
-8,432
-26% -$952K 0.05% 187
2025
Q4 		$4.11M Sell
32,794
-1,238
-4% -$158K 0.08% 133
2025
Q3 		$4.56M Sell
34,032
-894
-3% -$117K 0.09% 127
2025
Q2 		$4.75M Sell
34,926
-18
-0.1% -$2.37K 0.1% 121
2025
Q1 		$4.64M Buy
34,944
+9,669
+38% +$1.23M 0.11% 108
2024
Q4 		$2.86M Buy
25,275
+289
+1% +$33.4K 0.07% 150
2024
Q3 		$2.85M Buy
24,986
+6,513
+35% +$714K 0.07% 146
2024
Q2 		$1.92M Buy
18,473
+2,624
+17% +$278K 0.05% 176
2024
Q1 		$1.8M Buy
15,849
+1,994
+14% +$229K 0.05% 196
2023
Q4 		$1.53M Sell
13,855
-98
-0.7% -$9.79K 0.05% 180
2023
Q3 		$1.35M Sell
13,953
-184
-1% -$19.3K 0.05% 186
2023
Q2 		$1.54M Sell
14,137
-852
-6% -$90.8K 0.06% 161
2023
Q1 		$1.52M Sell
14,989
-6,026
-29% -$636K 0.06% 165
2022
Q4 		$2.31M Buy
21,015
+5,394
+35% +$559K 0.11% 118
2022
Q3 		$1.51M Buy
15,621
+1,617
+12% +$172K 0.08% 134
2022
Q2 		$1.52M Buy
14,004
+150
+1% +$17K 0.08% 135
2022
Q1 		$1.64M Sell
13,854
-750
-5% -$93K 0.08% 129
2021
Q4 		$2.06M Buy
14,604
+2,464
+20% +$315K 0.09% 111
2021
Q3 		$1.43M Sell
12,140
-24
-0.2% -$2.95K 0.07% 134
2021
Q2 		$1.41M Sell
12,164
-1,497
-11% -$175K 0.07% 132
2021
Q1 		$1.64M Buy
13,661
+443
+3% +$52.5K 0.1% 101
2020
Q4 		$1.45M Buy
13,218
+452
+4% +$49.1K 0.09% 105
2020
Q3 		$1.39M Sell
12,766
-322
-2% -$32.7K 0.1% 93
2020
Q2 		$1.2M Buy
13,088
+1,164
+10% +$105K 0.1% 96
2020
Q1 		$941K Buy
11,924
+546
+5% +$45.6K 0.1% 99
2019
Q4 		$988K Buy
11,378
+489
+4% +$41K 0.1% 111
2019
Q3 		$911K Buy
10,889
+221
+2% +$18.8K 0.1% 108
2019
Q2 		$897K Buy
10,668
+639
+6% +$50.3K 0.1% 109
2019
Q1 		$802K Buy
10,029
+91
+0.9% +$6.77K 0.09% 114
2018
Q4 		$719K Buy
9,938
+281
+3% +$19.7K 0.09% 112
2018
Q3 		$708K Buy
9,657
+228
+2% +$15K 0.09% 119
2018
Q2 		$575K Buy
9,429
+2,278
+32% +$138K 0.08% 124
2018
Q1 		$429K Buy
7,151
+346
+5% +$20.8K 0.07% 129
2017
Q4 		$388K Buy
6,805
+659
+11% +$36.5K 0.07% 126
2017
Q3 		$328K Hold
6,146
– – 0.06% 131
2017
Q2 		$299K Buy
6,146
+642
+12% +$29.1K 0.06% 130
2017
Q1 		$244K Sell
5,504
-740
-12% -$32K 0.05% 155
2016
Q4 		$240K Buy
6,244
+188
+3% +$7.46K 0.05% 150
2016
Q3 		$256K Hold
6,056
– – 0.06% 132
2016
Q2 		$238K Sell
6,056
-700
-10% -$27.9K 0.06% 132
2016
Q1 		$283K Buy
6,756
+1,991
+42% +$78.9K 0.08% 111
2015
Q4 		$214K Buy
+4,765
New +$210K 0.06% 128
2015
Q3 		– Sell
-5,434
Closed -$252K – 136
2015
Q2 		$252K Buy
+5,434
New +$261K 0.09% 110

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

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

Mission Wealth Management reduced its Abbott (ABT) stake by 26% in Q1 2026, selling an estimated $952K and leaving 24,362 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #187.

Mission Wealth Management first reported a position in ABT in Q2 2015 and has held it in 43 quarters since. The position peaked at $4.75M in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Mission Wealth Management held 24,362 shares of Abbott worth $2.5M as of Q1 2026.
  • Mission Wealth Management sold 8,432 Abbott shares in Q1 2026, an estimated $952K.
  • Abbott made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Mission Wealth Management first reported a position in Abbott in Q2 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's Abbott position peaked at $4.75M in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.