Shakespeare Wealth Management’s Abbott ABT Stock Holding History

Shakespeare 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 Q2	–	Sell	-2,022	Closed	-$208K	–	80
2026 Q1	$208K	Sell	2,022 -49	-2%	-$5.53K	0.05%	97
2025 Q4	$259K	Buy	+2,071	New	+$264K	0.06%	93
2025 Q2	–	Sell	-2,000	Closed	-$265K	–	94
2025 Q1	$265K	Buy	2,000 +6	+0.3%	+$764	0.07%	88
2024 Q4	$226K	Buy	1,994 +6	+0.3%	+$693	0.06%	91
2024 Q3	$227K	Buy	1,988 +18	+0.9%	+$1.97K	0.06%	91
2024 Q2	$205K	Buy	1,970 +8	+0.4%	+$848	0.06%	88
2024 Q1	$223K	Hold	1,962	–	–	0.06%	82
2023 Q4	$216K	Buy	+1,962	New	+$196K	0.07%	79
2023 Q3	–	Sell	-1,992	Closed	-$217K	–	79
2023 Q2	$217K	Hold	1,992	–	–	0.07%	75
2023 Q1	$202K	Hold	1,992	–	–	0.07%	77
2022 Q4	$219K	Buy	+1,992	New	+$206K	0.08%	72
2022 Q2	–	Sell	-1,727	Closed	-$205K	–	70
2022 Q1	$205K	Buy	1,727 +15	+0.9%	+$1.86K	0.07%	76
2021 Q4	$241K	Hold	1,712	–	–	0.09%	65
2021 Q3	$201K	Hold	1,712	–	–	0.08%	75
2021 Q2	$209K	Hold	1,712	–	–	0.08%	72
2021 Q1	$205K	Buy	+1,712	New	+$203K	0.08%	71

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shakespeare Wealth Management's ABT Position: Q2 2026 in Review

Shakespeare Wealth Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,022 shares — an estimated $208K sold.

Shakespeare Wealth Management first reported a position in ABT in Q1 2021 and held it in 16 quarters. The position peaked at $265K in Q1 2025. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Shakespeare Wealth Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
Shakespeare Wealth Management sold 2,022 Abbott shares in Q2 2026, an estimated $208K.
Shakespeare Wealth Management first reported a position in Abbott in Q1 2021 and held it in 16 quarters.
Shakespeare Wealth Management's Abbott position peaked at $265K in Q1 2025.
2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.