Schrum Private Wealth Management’s Abbott ABT Stock Holding History

Schrum Private 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	$1.14M	Buy	11,145 +1	+0%	+$113	0.87%	33
2025 Q4	$1.4M	Sell	11,144 -75	-0.7%	-$9.55K	1.03%	24
2025 Q3	$1.5M	Sell	11,219 -75	-0.7%	-$9.85K	1.1%	25
2025 Q2	$1.54M	Hold	11,294	–	–	1.23%	22
2025 Q1	$1.5M	Buy	11,294 +1	+0%	+$127	1.32%	20
2024 Q4	$1.28M	Sell	11,293 -5,317	-32%	-$614K	1.08%	25
2024 Q3	$1.89M	Buy	16,610 +4,895	+42%	+$537K	0.98%	25
2024 Q2	$1.22M	Sell	11,715 -91	-0.8%	-$9.65K	1.1%	24
2024 Q1	$1.34M	Buy	11,806 +4,153	+54%	+$476K	1.22%	21
2023 Q4	$842K	Sell	7,653 -4,202	-35%	-$420K	1.2%	24
2023 Q3	$1.15M	Hold	11,855	–	–	1.31%	19
2023 Q2	$1.29M	Hold	11,855	–	–	1.4%	17
2023 Q1	$1.2M	Sell	11,855 -50	-0.4%	-$5.28K	1.39%	19
2022 Q4	$1.31M	Sell	11,905 -966	-8%	-$100K	1.55%	18
2022 Q3	$1.25M	Sell	12,871 -1,066	-8%	-$114K	1.57%	15
2022 Q2	$1.51M	Hold	13,937	–	–	1.71%	12
2022 Q1	$1.64M	Buy	13,937 +50	+0.4%	+$6.2K	1.64%	12
2021 Q4	$1.95M	Buy	+13,887	New	+$1.78M	1.78%	10

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

Schrum Private Wealth Management's ABT Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Abbott (ABT) stake by 0.01% in Q1 2026, buying an estimated $113 and bringing the position to 11,145 shares worth $1.14M. The position accounts for 0.87% of the portfolio, ranked #33.

Schrum Private Wealth Management first reported a position in ABT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2021. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Schrum Private Wealth Management held 11,145 shares of Abbott worth $1.14M as of Q1 2026.
Schrum Private Wealth Management bought 1 Abbott share in Q1 2026, an estimated $113.
Abbott made up 0.87% of Schrum Private Wealth Management's portfolio in Q1 2026, its #33 holding.
Schrum Private Wealth Management first reported a position in Abbott in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Abbott position peaked at $1.95M in Q4 2021.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.