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Montgomery Investment Management’s Abbott ABT Stock Holding History

Montgomery Investment 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
Q2 		$1.31M Sell
14,475
-250
-2% -$22.8K 0.4% 42
2026
Q1 		$1.51M Hold
14,725
– – 0.52% 36
2025
Q4 		$1.84M Hold
14,725
– – 0.66% 35
2025
Q3 		$1.97M Sell
14,725
-50
-0.3% -$6.56K 0.69% 32
2025
Q2 		$2.01M Sell
14,775
-1,500
-9% -$198K 0.78% 31
2025
Q1 		$2.16M Buy
16,275
+40
+0.2% +$5.09K 0.86% 32
2024
Q4 		$1.84M Hold
16,235
– – 0.72% 33
2024
Q3 		$1.85M Hold
16,235
– – 0.67% 33
2024
Q2 		$1.69M Hold
16,235
– – 0.67% 32
2024
Q1 		$1.85M Sell
16,235
-2,400
-13% -$275K 0.7% 31
2023
Q4 		$2.05M Sell
18,635
-113
-0.6% -$11.3K 0.63% 31
2023
Q3 		$1.82M Hold
18,748
– – 0.63% 34
2023
Q2 		$2.04M Hold
18,748
– – 0.69% 31
2023
Q1 		$1.9M Sell
18,748
-40
-0.2% -$4.22K 0.67% 34
2022
Q4 		$2.06M Sell
18,788
-30
-0.2% -$3.11K 0.73% 31
2022
Q3 		$1.82M Hold
18,818
– – 0.75% 32
2022
Q2 		$2.04M Sell
18,818
-732
-4% -$83.1K 0.83% 31
2022
Q1 		$2.31M Hold
19,550
– – 0.79% 30
2021
Q4 		$2.75M Sell
19,550
-310
-2% -$39.7K 0.93% 28
2021
Q3 		$2.35M Buy
19,860
+600
+3% +$73.7K 0.88% 28
2021
Q2 		$2.23M Sell
19,260
-1,600
-8% -$187K 0.83% 29
2021
Q1 		$2.5M Sell
20,860
-50
-0.2% -$5.92K 0.96% 27
2020
Q4 		$2.29M Hold
20,910
– – 1.05% 27
2020
Q3 		$2.27M Sell
20,910
-300
-1% -$30.4K 1.19% 24
2020
Q2 		$1.94M Sell
21,210
-350
-2% -$31.6K 1.05% 27
2020
Q1 		$1.7M Hold
21,560
– – 1.11% 28
2019
Q4 		$1.87M Sell
21,560
-120
-0.6% -$10.1K 0.77% 33
2019
Q3 		$1.81M Hold
21,680
– – 0.78% 35
2019
Q2 		$1.82M Hold
21,680
– – 0.8% 34
2019
Q1 		$1.73M Hold
21,680
– – 0.77% 36
2018
Q4 		$1.57M Sell
21,680
-830
-4% -$58.3K 0.8% 35
2018
Q3 		$1.65M Hold
22,510
– – 0.68% 42
2018
Q2 		$1.37M Buy
22,510
+275
+1% +$16.7K 0.57% 46
2018
Q1 		$1.33M Hold
22,235
– – 0.56% 42
2017
Q4 		$1.27M Sell
22,235
-275
-1% -$15.2K 0.52% 44
2017
Q3 		$1.2M Hold
22,510
– – 0.53% 43
2017
Q2 		$1.09M Buy
22,510
+1,500
+7% +$67.9K 0.5% 46
2017
Q1 		$933K Hold
21,010
– – 0.4% 51
2016
Q4 		$807K Hold
21,010
– – 0.35% 55
2016
Q3 		$889K Sell
21,010
-100
-0.5% -$4.29K 0.42% 50
2016
Q2 		$830K Sell
21,110
-1,000
-5% -$39.8K 0.4% 50
2016
Q1 		$924K Sell
22,110
-700
-3% -$27.7K 0.53% 43
2015
Q4 		$1.02M Sell
22,810
-500
-2% -$22.1K 0.58% 44
2015
Q3 		$938K Sell
23,310
-100
-0.4% -$4.71K 0.55% 43
2015
Q2 		$1.15M Sell
23,410
-200
-0.8% -$9.6K 0.59% 41
2015
Q1 		$1.09M Hold
23,610
– – 0.55% 43
2014
Q4 		$1.06M Buy
23,610
+1,600
+7% +$69.7K 0.51% 44
2014
Q3 		$915K Buy
22,010
+800
+4% +$33.8K 0.63% 39
2014
Q2 		$867K Sell
21,210
-567
-3% -$22.3K 0.66% 38
2014
Q1 		$839K Sell
21,777
-400
-2% -$15.4K 0.68% 40
2013
Q4 		$850K Sell
22,177
-15,597
-41% -$575K 0.69% 43
2013
Q3 		$1.25M Hold
37,774
– – 0.68% 43
2013
Q2 		$1.32M Buy
+37,774
New +$1.39M 0.72% 41

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Montgomery Investment Management's ABT Position: Q2 2026 in Review

Montgomery Investment Management reduced its Abbott (ABT) stake by 1.7% in Q2 2026, selling an estimated $22.8K and leaving 14,475 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #42.

Montgomery Investment Management first reported a position in ABT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q4 2021. 530 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Montgomery Investment Management held 14,475 shares of Abbott worth $1.31M as of Q2 2026.
  • Montgomery Investment Management sold 250 Abbott shares in Q2 2026, an estimated $22.8K.
  • Abbott made up 0.4% of Montgomery Investment Management's portfolio in Q2 2026, its #42 holding.
  • Montgomery Investment Management first reported a position in Abbott in Q2 2013 and has held it in 53 quarters since.
  • Montgomery Investment Management's Abbott position peaked at $2.75M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.