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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
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 $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

SFMG Wealth Advisors's ABT Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Abbott (ABT) stake by 8.5% in Q1 2026, selling an estimated $37.9K and leaving 3,620 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #225.

SFMG Wealth Advisors first reported a position in ABT in Q3 2020 and has held it in 23 quarters since. The position peaked at $867K in Q4 2021. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • SFMG Wealth Advisors held 3,620 shares of Abbott worth $372K as of Q1 2026.
  • SFMG Wealth Advisors sold 336 Abbott shares in Q1 2026, an estimated $37.9K.
  • Abbott made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #225 holding.
  • SFMG Wealth Advisors first reported a position in Abbott in Q3 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's Abbott position peaked at $867K in Q4 2021.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.