Occidental Asset Management’s Abbott ABT Stock Holding History

Occidental Asset 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	$648K	Buy	6,312 +50	+0.8%	+$5.65K	0.08%	145
2025 Q4	$785K	Sell	6,262 -37	-0.6%	-$4.71K	0.09%	125
2025 Q3	$844K	Buy	6,299 +2,375	+61%	+$312K	0.11%	120
2025 Q2	$534K	Sell	3,924 -87	-2%	-$11.5K	0.07%	140
2025 Q1	$532K	Buy	+4,011	New	+$510K	0.08%	130
2024 Q4	–	Sell	-1,921	Closed	-$219K	–	220
2024 Q3	$219K	Buy	+1,921	New	+$211K	0.04%	199
2022 Q1	–	Sell	-1,577	Closed	-$222K	–	190
2021 Q4	$222K	Buy	+1,577	New	+$202K	0.05%	191
2020 Q1	–	Sell	-2,855	Closed	-$248K	–	142
2019 Q4	$248K	Hold	2,855	–	–	0.1%	136
2019 Q3	$239K	Hold	2,855	–	–	0.1%	133
2019 Q2	$240K	Hold	2,855	–	–	0.11%	137
2019 Q1	$228K	Hold	2,855	–	–	0.11%	136
2018 Q4	$207K	Hold	2,855	–	–	0.12%	132
2018 Q3	$209K	Buy	+2,855	New	+$187K	0.1%	151

Other funds holding ABT

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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