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Opes Wealth Management’s Abbott ABT Stock Holding History

Opes 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 		– Sell
-1,976
Closed -$248K – 147
2025
Q4 		$248K Sell
1,976
-92
-4% -$11.7K 0.04% 136
2025
Q3 		$277K Sell
2,068
-205
-9% -$26.9K 0.05% 124
2025
Q2 		$309K Sell
2,273
-581
-20% -$76.6K 0.05% 120
2025
Q1 		$379K Buy
2,854
+80
+3% +$10.2K 0.08% 103
2024
Q4 		$314K Buy
2,774
+34
+1% +$3.93K 0.06% 109
2024
Q3 		$312K Buy
2,740
+16
+0.6% +$1.75K 0.06% 112
2024
Q2 		$283K Sell
2,724
-300
-10% -$31.8K 0.06% 113
2024
Q1 		$344K Sell
3,024
-22
-0.7% -$2.52K 0.08% 100
2023
Q4 		$335K Sell
3,046
-566
-16% -$56.6K 0.08% 102
2023
Q3 		$350K Buy
3,612
+45
+1% +$4.73K 0.1% 96
2023
Q2 		$389K Hold
3,567
– – 0.11% 91
2023
Q1 		$361K Buy
3,567
+1,151
+48% +$122K 0.12% 83
2022
Q4 		$265K Sell
2,416
-1
-0% -$104 0.1% 89
2022
Q3 		$234K Hold
2,417
– – 0.09% 84
2022
Q2 		$263K Buy
2,417
+28
+1% +$3.18K 0.11% 81
2022
Q1 		$283K Sell
2,389
-112
-4% -$13.9K 0.09% 89
2021
Q4 		$352K Hold
2,501
– – 0.11% 83
2021
Q3 		$295K Buy
2,501
+230
+10% +$28.3K 0.1% 80
2021
Q2 		$263K Buy
2,271
+3
+0.1% +$350 0.1% 76
2021
Q1 		$272K Hold
2,268
– – 0.11% 73
2020
Q4 		$248K Sell
2,268
-201
-8% -$21.8K 0.12% 72
2020
Q3 		$269K Buy
+2,469
New +$250K 0.13% 63

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

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

Opes Wealth Management sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,976 shares — an estimated $248K sold.

Opes Wealth Management first reported a position in ABT in Q3 2020 and held it in 22 quarters. The position peaked at $389K in Q2 2023. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Opes Wealth Management reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Opes Wealth Management sold 1,976 Abbott shares in Q1 2026, an estimated $248K.
  • Opes Wealth Management first reported a position in Abbott in Q3 2020 and held it in 22 quarters.
  • Opes Wealth Management's Abbott position peaked at $389K in Q2 2023.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.