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Peterson Wealth Management’s Abbott ABT Stock Holding History

Peterson 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
2024
Q4 		– Sell
-14,457
Closed -$1.65M – 51
2024
Q3 		$1.65M Sell
14,457
-2,574
-15% -$282K 1.05% 28
2024
Q2 		$1.77M Buy
17,031
+956
+6% +$101K 1.09% 29
2024
Q1 		$1.83M Buy
16,075
+12,042
+299% +$1.38M 1.32% 31
2023
Q4 		$444K Sell
4,033
-5,390
-57% -$539K 0.4% 44
2023
Q3 		$913K Sell
9,423
-1,185
-11% -$124K 0.75% 35
2023
Q2 		$1.16M Buy
10,608
+431
+4% +$45.9K 0.92% 31
2023
Q1 		$1.03M Buy
10,177
+2,194
+27% +$232K 0.99% 30
2022
Q4 		$876K Sell
7,983
-227
-3% -$23.5K 0.89% 29
2022
Q3 		$794K Buy
8,210
+1,085
+15% +$116K 0.74% 35
2022
Q2 		$774K Sell
7,125
-2,500
-26% -$284K 1% 30
2022
Q1 		$1.14M Sell
9,625
-2,674
-22% -$332K 0.76% 39
2021
Q4 		$1.73M Buy
12,299
+406
+3% +$52K 1.16% 32
2021
Q3 		$1.41M Buy
11,893
+119
+1% +$14.6K 1.09% 34
2021
Q2 		$1.36M Sell
11,774
-2,054
-15% -$239K 1.07% 34
2021
Q1 		$1.66M Sell
13,828
-7,648
-36% -$906K 1.41% 23
2020
Q4 		$2.35M Buy
21,476
+50
+0.2% +$5.43K 1.91% 16
2020
Q3 		$2.33M Buy
21,426
+489
+2% +$49.6K 2.07% 16
2020
Q2 		$1.91M Buy
20,937
+3,325
+19% +$301K 1.9% 20
2020
Q1 		$1.39M Buy
+17,612
New +$1.47M 1.69% 22

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Peterson Wealth Management's ABT Position: Q4 2024 in Review

Peterson Wealth Management sold out of Abbott (ABT) in Q4 2024, closing a stake of 14,457 shares — an estimated $1.65M sold.

Peterson Wealth Management first reported a position in ABT in Q1 2020 and held it in 19 quarters. The position peaked at $2.35M in Q4 2020. 3,066 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Peterson Wealth Management reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 14,457 Abbott shares in Q4 2024, an estimated $1.65M.
  • Peterson Wealth Management first reported a position in Abbott in Q1 2020 and held it in 19 quarters.
  • Peterson Wealth Management's Abbott position peaked at $2.35M in Q4 2020.
  • 3,066 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Peterson Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.