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SFMG Wealth Advisors’s Abbott ABT Stock Holding History

SFMG Wealth Advisors’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
Q2 		$338K Buy
3,727
+107
+3% +$9.77K 0.02% 236
2026
Q1 		$372K Sell
3,620
-336
-8% -$37.9K 0.03% 225
2025
Q4 		$496K Sell
3,956
-98
-2% -$12.5K 0.03% 186
2025
Q3 		$543K Sell
4,054
-369
-8% -$48.4K 0.04% 165
2025
Q2 		$602K Buy
4,423
+9
+0.2% +$1.19K 0.05% 133
2025
Q1 		$586K Sell
4,414
-172
-4% -$21.9K 0.05% 136
2024
Q4 		$519K Sell
4,586
-36
-0.8% -$4.16K 0.04% 145
2024
Q3 		$527K Buy
4,622
+88
+2% +$9.65K 0.04% 137
2024
Q2 		$471K Sell
4,534
-629
-12% -$66.7K 0.04% 146
2024
Q1 		$587K Sell
5,163
-500
-9% -$57.3K 0.05% 126
2023
Q4 		$623K Sell
5,663
-266
-4% -$26.6K 0.06% 116
2023
Q3 		$574K Sell
5,929
-257
-4% -$27K 0.06% 112
2023
Q2 		$674K Sell
6,186
-275
-4% -$29.3K 0.07% 105
2023
Q1 		$654K Sell
6,461
-79
-1% -$8.34K 0.07% 110
2022
Q4 		$718K Sell
6,540
-62
-0.9% -$6.42K 0.08% 108
2022
Q3 		$661K Buy
6,602
+259
+4% +$27.6K 0.08% 104
2022
Q2 		$689K Buy
6,343
+214
+3% +$24.3K 0.08% 103
2022
Q1 		$725K Sell
6,129
-28
-0.5% -$3.47K 0.07% 111
2021
Q4 		$867K Sell
6,157
-239
-4% -$30.6K 0.08% 107
2021
Q3 		$756K Sell
6,396
-168
-3% -$20.6K 0.08% 107
2021
Q2 		$761K Sell
6,564
-611
-9% -$71.2K 0.08% 107
2021
Q1 		$860K Sell
7,175
-113
-2% -$13.4K 0.1% 100
2020
Q4 		$798K Buy
7,288
+2,995
+70% +$326K 0.1% 97
2020
Q3 		$467K Buy
+4,293
New +$436K 0.06% 111

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SFMG Wealth Advisors's ABT Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Abbott (ABT) stake by 3% in Q2 2026, buying an estimated $9.77K and bringing the position to 3,727 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #236.

SFMG Wealth Advisors first reported a position in ABT in Q3 2020 and has held it in 24 quarters since. The position peaked at $867K in Q4 2021. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • SFMG Wealth Advisors held 3,727 shares of Abbott worth $338K as of Q2 2026.
  • SFMG Wealth Advisors bought 107 Abbott shares in Q2 2026, an estimated $9.77K.
  • Abbott made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • SFMG Wealth Advisors first reported a position in Abbott in Q3 2020 and has held it in 24 quarters since.
  • SFMG Wealth Advisors's Abbott position peaked at $867K in Q4 2021.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.