Palumbo Wealth Management’s Abbott ABT Stock Holding History

Palumbo 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	$636K	Sell	6,198 -715	-10%	-$80.7K	0.16%	104
2025 Q4	$866K	Sell	6,913 -263	-4%	-$33.5K	0.21%	83
2025 Q3	$868K	Buy	7,176 +12	+0.2%	+$1.57K	0.28%	68
2025 Q2	$974K	Sell	7,164 -280	-4%	-$36.9K	0.3%	67
2025 Q1	$987K	Buy	7,444 +295	+4%	+$37.5K	0.33%	60
2024 Q4	$809K	Sell	7,149 -56	-0.8%	-$6.47K	0.3%	63
2024 Q3	$821K	Buy	7,205 +69	+1%	+$7.57K	0.32%	63
2024 Q2	$742K	Buy	7,136 +1,499	+27%	+$159K	0.31%	63
2024 Q1	$641K	Buy	5,637 +369	+7%	+$42.3K	0.29%	66
2023 Q4	$580K	Buy	5,268 +1,184	+29%	+$118K	0.3%	65
2023 Q3	$396K	Buy	+4,084	New	+$429K	0.22%	75

Other funds holding ABT

BlackRock New York $5.7T 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