MWM
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Modern Wealth Management’s Abbott ABT Stock Holding History

Modern 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 		$4.5M Sell
43,960
-1,485
-3% -$168K 0.08% 209
2025
Q4 		$5.69M Sell
45,445
-5,117
-10% -$652K 0.1% 174
2025
Q3 		$6.77M Sell
50,562
-1,206
-2% -$158K 0.13% 156
2025
Q2 		$7.04M Buy
51,768
+6,889
+15% +$908K 0.17% 128
2025
Q1 		$5.95M Buy
44,879
+4,608
+11% +$586K 0.19% 105
2024
Q4 		$4.55M Buy
40,271
+30,626
+318% +$3.54M 0.17% 115
2024
Q3 		$1.1M Buy
9,645
+238
+3% +$26.1K 0.07% 157
2024
Q2 		$977K Buy
9,407
+584
+7% +$61.9K 0.07% 139
2024
Q1 		$1M Buy
8,823
+3,720
+73% +$426K 0.09% 114
2023
Q4 		$562K Buy
+5,103
New +$510K 0.07% 88

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

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

Modern Wealth Management reduced its Abbott (ABT) stake by 3.3% in Q1 2026, selling an estimated $168K and leaving 43,960 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #209.

Modern Wealth Management first reported a position in ABT in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.04M in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Modern Wealth Management held 43,960 shares of Abbott worth $4.5M as of Q1 2026.
  • Modern Wealth Management sold 1,485 Abbott shares in Q1 2026, an estimated $168K.
  • Abbott made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Modern Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's Abbott position peaked at $7.04M in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.