Mowery & Schoenfeld Wealth Management’s Abbott ABT Stock Holding History

Mowery & Schoenfeld 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	$58.7K	Sell	572 -165	-22%	-$18.6K	0.09%	118
2025 Q4	$92.3K	Buy	737 +488	+196%	+$62.2K	0.13%	97
2025 Q3	$33.4K	Sell	249 -34	-12%	-$4.46K	0.06%	146
2025 Q2	$38.5K	Sell	283 -141	-33%	-$18.6K	0.06%	132
2025 Q1	$56.2K	Buy	424 +142	+50%	+$18.1K	0.11%	124
2024 Q4	$31.9K	Sell	282 -1,021	-78%	-$118K	0.06%	143
2024 Q3	$296K	Hold	1,303	–	–	0.47%	31
2024 Q2	$135K	Hold	1,303	–	–	0.19%	51
2024 Q1	$148K	Buy	1,303 +1,286	+7,565%	+$147K	0.29%	40
2023 Q4	$1.87K	Buy	+17	New	+$1.7K	﹤0.01%	144

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ABT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Abbott (ABT) stake by 22% in Q1 2026, selling an estimated $18.6K and leaving 572 shares worth $58.7K. The position accounts for 0.09% of the portfolio, ranked #118.

Mowery & Schoenfeld Wealth Management first reported a position in ABT in Q4 2023 and has held it in 10 quarters since. The position peaked at $296K in Q3 2024. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 572 shares of Abbott worth $58.7K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 165 Abbott shares in Q1 2026, an estimated $18.6K.
Abbott made up 0.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #118 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Abbott position peaked at $296K in Q3 2024.
3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.